Posted 04/15/2024
Client Service Associate/Manager
Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) in managing office work flow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support through interacting directly with clients to ensure accurate account set up, answering client questions,
Majestic Oak Advisory