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Edelman Financial Engines

Client Services Associate for Financial Planning

Edelman Financial Engines, Atlanta, Georgia, United States, 30383

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A leading financial advisory firm in Atlanta is seeking a Client Services professional to deliver outstanding customer service by supporting client relationships and managing administrative functions. The ideal candidate has experience in financial services, a solid understanding of finance, and exceptional communication skills. Responsibilities include coordinating client meetings, supervising account activity, and ensuring compliance. A Bachelor's degree is preferred, along with two years of relevant experience. Competitive salary range is $50,000 - $65,000 yearly, along with potential benefits. #J-18808-Ljbffr