Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs... against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating...
Description Client Service Associate -Roseville, CA - Hybrid At Edelman Financial Engines (EFE), our purpose... services experience to help us deliver outstanding service by building and encouraging the client relationship, as well...
be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY The Client Service Associate.... The Client Service Associate will have a daily and active role client retention and growth through excellent customer...