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Client Service Associate

Company: Ameriprise
Location: Virginia Beach
Posted on: August 14, 2019

Job Description:

The Client Service Associate (CSA) is an integral part of the employee advisor or branch support; responsible for utilizing the client relationship model & turnkey tools to assist the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch.

Keywords: Ameriprise, Virginia Beach , Client Service Associate, Other , Virginia Beach, Virginia

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