Client Services Associate - Financial Planning
$54k - $71kEdelman Financial Engines
A financial advisory firm in San Diego is seeking a Client Service Associate to provide high-level service to clients. This role requires two years of relevant experience, a strong understanding of finance, and excellent client service skills. Responsibilities include coordinating meetings, supervising client accounts, and ensuring compliance with established procedures. The expected salary range is $54,000 - $71,000, with potential for bonuses and benefits. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 22 hours ago
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