Client Service Associate Expert

3 days ago


San Rafael, California, United States Edelman Financial Engines Full time
About the Role: As a Client Service Associate, you will play a pivotal role in partnering with our Financial Planners to provide exceptional customer service to our clients. We are seeking an individual with financial services experience to deliver outstanding service by building and maintaining strong client relationships, as well as performing all related administrative tasks.

The ideal candidate will possess excellent communication skills, a good understanding of finance, and the ability to work effectively in a team environment.

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