Client Service Associate
Edelman Financial Engines•San Rafael, CA
383d•$50,000 - $65,000
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About The Position
The Client Service Associate at Edelman Financial Engines plays a crucial role in delivering exceptional customer service to clients by partnering with Financial Planners. This position involves managing client relationships, coordinating meetings, and performing administrative tasks to ensure a seamless client experience. The ideal candidate will have a background in financial services and strong communication skills to support clients effectively.
