Client Service Manager

6 days ago


Honolulu, Hawaii, United States Threadneedle group Full time

We are seeking a Client Service Manager - Financial Planning to join our team at Ameriprise Financial. As a key member of our operations team, you will provide dedicated support to high-producing advisors by preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor. Your responsibilities will include assisting advisors in servicing clients, ensuring new business paperwork is submitted efficiently, and coordinating marketing events. Required qualifications include a Bachelor's degree or equivalent, 3-5 years of relevant experience, and Series 7 or ability to obtain within 150 days.

This position offers a range of benefits, including base pay ($26.93-$33.35/hour) and variable pay components (bonus, commissions, and/or long-term incentives). Our comprehensive benefits program provides support for all aspects of your health and well-being.



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