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Financial Services Client Advisor; Hybrid
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-02-20
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in California is seeking a Client Service Associate to provide high-level customer service and support to financial planners. The role focuses on building client relationships and handling administrative tasks related to client accounts. Strong communication skills and a background in finance are preferred. The position offers a hybrid working model and competitive compensation based on experience and qualifications.
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