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Client Services Specialist - Financial Advisory Support

Edelman Financial Engines, LLC

Edelman Financial Engines (EFE) is seeking a client services professional to partner with the Financial Planner and deliver high‑level service to clients. The role focuses on managing client relationships, coordinating meetings, handling paperwork, and ensuring accurate account activity. You should have finance experience, strong communication, confidentiality, and the ability to adapt to changing circumstances. #J-18808-Ljbffr Edelman Financial Engines, LLC

Vacancy posted 3 days ago
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