Client Services Associate: Financial Planning Support
Edelman Financial Engines, LLC
Edelman Financial Engines is seeking a Client Services team member to partner with Financial Planners and deliver high-level service to clients. You will coordinate meetings, prepare paperwork, supervise account activity, and ensure accuracy across transfers and funding. Two years of relevant experience and a Bachelor’s degree are preferred, with a solid understanding of finance and investments. A confidential approach and strong communication are essential for success in this role. #J-18808-Ljbffr Edelman Financial Engines, LLC
Vacancy posted 3 days ago
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