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Registered Client Service Associate
00015 Ameriprise Financial Services, LLC.
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Monterey, United States
Location
Monterey
Posted
June 12, 2026
Commute
Local Area
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Job Description
Description
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is Americaβs leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a clientβs overall experience, we invite you to take your career to the next level by applying to join our team today!Key Responsibilities:
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment rese...