Investment Client Services Specialist
Edelman Financial Engines
Edelman Financial Engines, LLC in Lynnwood, WA is seeking a Client Service Associate to coordinate client meetings, supervise account activity, and ensure compliance with regulatory procedures. The ideal candidate will have experience in investment advising, a strong understanding of finance, and skills in critical thinking and multi-tasking. This position offers a competitive salary and performance-based bonuses for contributions to client relationships and team success. #J-18808-Ljbffr
Vacancy posted 2 days ago
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