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Client Service & Advisory Support Specialist
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-26
Listing for:
ameriprise
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Ameriprise Financial is seeking a Client Service Associate to join the operations team. The CSA plays a key role in advisor and branch support, servicing clients, preparing financial plans, and handling transactions and administrative tasks to ensure smooth branch operations.
Look for licensing and career development opportunities, with ongoing training and mentoring to help you reach your potential within a respected global financial services firm.
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