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Covington Investment Advisors
Ligonier, Pennsylvania
Telos Capital Management, Inc.
Newport Beach area, California
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Client Service Associate I
Position Description: -Step into an instrumental role. Help in the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a private wealth advisory practice of Ameriprise Financial. -Assist financial advisors in clerical and sales support with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing
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