Client Service Associate

Edelman Financial Engines is seeking a Client Service Associate to partner with Financial Planners and provide high-level customer service to clients. The ideal candidate will have financial services experience and strong client service and communication skills.

Requirements

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
• Bachelor’s degree or equivalent experience preferred.
• Good understanding of finance and investment markets/securities
• Critical thinking, attention to detail, and multi-tasking skills required.

Benefits

• 401(k) contributions
• Discretionary bonus
• Health, dental and other wellness plans