Ameriprise Financial-posted about 1 year ago
Full-time • Mid Level
Pittsburgh, PA
Credit Intermediation and Related Activities
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The Client Service Manager plays a crucial role in ensuring the smooth operation of a financial planning office within an independent advisor franchisee of Ameriprise Financial. This position focuses on delivering exceptional client experiences, managing office workflows, and supporting financial advisors in their daily operations. The role involves direct client interaction, assisting with account setups, and performing various practice management tasks to enhance client service.
