Client Experience Specialist — Financial Services
Edelman Financial Engines
Edelman Financial Engines is seeking a Client Services teammate to partner with the Financial Planner, delivering high-level client service and ensuring smooth administration of accounts. The role focuses on coordinating meetings, handling paperwork, and maintaining confidential client information while upholding the firm's core values and standards. A strong finance background and excellent communication are required. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 3 days ago
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