Finance Client Onboarding Specialist
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC is seeking a Client Services professional to partner with Financial Planners and deliver high-level client service. You will help build client relationships, handle administrative tasks, and support account paperwork and transfers. Two years of financial services experience and a strong understanding of finance are preferred. A Bachelor’s degree or equivalent experience is desirable, with confidentiality and adaptability in a dynamic environment. #J-18808-Ljbffr Edelman Financial Engines, LLC
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...to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities... ...level Not Applicable Employment type Contract Job function Finance and Consulting Industries Banking, Financial Services, and...Contract work- ...KYC Client Onboarding Specialist Location: New York, NY Duration: 04 Months Possibility for extension Role will start onsite. Generally two rounds of interviews. 1) Zoom 2) In person Preferable candidate will have KYC Client onboarding experience from Institutional...Local areaRemote work
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