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Client Service Associate — Financial Planning Support
Job in
Yuma, Yuma County, Arizona, 85365, USA
Listed on 2026-07-17
Listing for:
Threadneedle group
Part Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Ameriprise Financial is seeking a part-time Client Service Associate to join the operations team. The CSA supports advisors and the branch by servicing clients, preparing financial plans, processing transactions, and handling administrative duties.
You will work closely with advisors to ensure accurate data handling and timely follow-up with clients. The role emphasizes attention to detail, strong organizational skills, and the ability to balance multiple tasks while maintaining a client‑focused
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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