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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

Vacancy posted 3 days ago
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