Financial Advisory Client Services Associate
Edelman Financial Engines, LLC
Edelman Financial Engines in Bethesda, MD is seeking a Client Services specialist to deliver high‑level service to our clients while partnering with Financial Planners. You will coordinate meetings, review paperwork, and maintain confidentiality in a fast‑paced financial services environment. The ideal candidate has at least two years’ experience in an investment advisory or broker/dealer setting, a bachelor’s degree, and a solid understanding of finance and markets, with strong communication #J-18808-Ljbffr Edelman Financial Engines, LLC
Vacancy posted 2 days ago
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