Overview
Client Services Specialist Financial Planning Jobs in City of White Plains, USA at Edelman Financial Engines
Position: Client Services Specialist for Financial Planning
Location: City of White Plains
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.
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Title: Client Services Specialist Financial Planning
Company: Edelman Financial Engines
Location: City of White Plains, USA
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