Client Success Associate — Financial Services
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC is seeking a Client Services team member to provide a high level of service to clients, coordinating meetings, assisting with paperwork, and supporting account activity with meticulous care. You will work to strengthen client relationships and ensure accurate processing of requests. Ideal candidates have 2 years of experience in a Registered Investment Advisor or Broker/Dealer, a Bachelor’s degree, and strong finance knowledge. #J-18808-Ljbffr Edelman Financial Engines, LLC
Vacancy posted 3 days ago
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