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Client Service Associate
Job Description Step into an instrumental role! Work as a key team member of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Responsible for facilitating a proactive, timely, professional, and quality client experience. Manages all aspects of the client experience for new, existing, and prospective clients. Oversees the scheduling and execution of marketing activities. Manage social media activities, project manage and execute events. Responsibilities Assists the firm in managing the client servicing process. Scheduling all client meetings and meeting confirmations Prepares client meeting packages


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