Client Services Specialist - Investment Support
Edelman Financial Engines
Edelman Financial Engines is seeking a Client Service Associate in Bethesda, Maryland. As part of the Client Services team, you will provide high-level customer service to clients, supporting their investments and enhancing their experience with the firm. This role involves coordinating client meetings, supervising account activities, and ensuring compliance with regulatory procedures. Ideal candidates will have two years of relevant experience, a bachelor's degree, and strong critical thinking skills. The annual salary ranges from $54,000 to $71,000, with additional bonus opportunities based on performance. #J-18808-Ljbffr
Vacancy posted 1 day ago
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