Client Service Associate
Job position: Client Service Associate, San Jose, CA, USA
prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. In... into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up. Prepare.....
Job Location: San Jose, CA, USASalary: $28.94 - 39.03 per hour
Company: Ameriprise Financial
Job posted: 21 Sep 2024
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