Client Services Specialist - Financial Planning Support
Edelman Financial Engines
Edelman Financial Engines is seeking a Client Services professional to partner with Financial Planners and provide high-level client service. The role focuses on client relationship development, coordinating meetings, paperwork, and account activities while maintaining confidentiality and a strong understanding of finance and markets. The ideal candidate has 2+ years in a related role, a bachelor’s degree or equivalent experience, and the ability to adapt to a dynamic environment. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 2 days ago
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