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Client Services Specialist - Financial Planning

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC in Omaha, NE seeks a Client Services Associate to support the Financial Planner by delivering high-level client service and accurate administrative support. You will coordinate meetings, prepare appointments, and help complete required paperwork to strengthen client relationships. The role requires a bachelor’s degree or equivalent, two years of relevant experience, and a solid understanding of finance and investment markets. #J-18808-Ljbffr Edelman Financial Engines, LLC

Vacancy posted 3 days ago
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