Wealth Client Experience Specialist

Edelman Financial Engines

Edelman Financial Engines is seeking a client services professional to coordinate client meetings, review paperwork, and support account operations at our Alexandria, VA location. You will monitor client account activity, verify trades, assist with transfers, and help ensure compliance and data accuracy while maintaining confidentiality. A bachelor’s degree and two years of related experience are preferred. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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