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Customer Relationship Manager
Step into an instrumental role within a growing, client focused private wealth advisory practice. This role supports all aspects of the client relationship through direct interaction with clients and the Ameriprise home office as well through leveraging our technology systems. You will need to be able to work together with a team towards the goal of providing an exceptional client experience and client care model. Flagship Wealth Planning is a franchise of Ameriprise Financial Services, LLC. We are located in a grade A building with ample parking in Jericho, New York. This is a full time in office position with the flexibility to work from home on occasion as needed. Compensation package consists of a competitive base salary, annual bonus o

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