Client Service Associate

Client Service Associate at Edelman Financial Engines, responsible for providing high-level customer service to clients, coordinating client meetings, and supervising client account activity.

Requirements

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) 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.
• Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.

Benefits

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