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Edelman Financial Engines

Client Services Associate, Financial Planning Support

Edelman Financial Engines, Oklahoma City, Oklahoma, United States, 73116

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A leading financial advisory firm is seeking a Client Service Associate in Oklahoma City. This role involves coordinating client meetings, supervising account activity, and ensuring client satisfaction. The ideal candidate has at least 2 years of relevant experience and a bachelor's degree, with strong communication and critical thinking skills. This position offers a competitive salary ranging from $50,000 to $65,000 and a values-driven work culture. #J-18808-Ljbffr