The Client Relationship Manager in the Ameriprise Advisor Center (AAC) is a team based position responsible for managing ongoing relationships with engaged clients and engaging new clients. The Client Relationship Manager deepens client relationships through an advice relationship and/or a needs based selling approach leveraging financial planning tools. Responsible for recommending and selling products and services to clients. Responsibilities Develop and deepen relationships with current clients via the telephone. This includes developing rapport and driving a needs based discussion to engage clients in an effort to understand their short and long-term financial needs. Leverages financial planning tools to provide investment advice to clients a
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