Client Service jobs in Rogers, MN

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REGISTERED CLIENT SERVICE ASSOCIATE

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...

CompanyAmeriprise Financial
AddressWayzata, MN
CategoryRetail
Job typeFull-time
Date Posted a month ago See detail

Registered Client Service Associate

Ameriprise Financial

Wayzata, MN

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...

Client Services Executive

Plane Solutions

Eden Prairie, MN

From $65,000 a year

Manage communications between Plane Solutions and client contacts in an accurate, courteous and efficient manner. Maintain highly professional appearance, communications and mannerisms whether in-person, written communications or...