Client Services Specialist for Financial Planning
Edelman Financial Engines
Edelman Financial Engines in White Plains, New York is seeking a dedicated Client Service Associate to enhance customer service for clients. You will collaborate with Financial Planners, manage client meetings, and ensure all documentation is accurate and complete. The ideal candidate possesses a strong understanding of finance and investment markets, with at least two years of relevant experience. We offer a competitive salary range and performance-based bonuses. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 2 days ago
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