Client Service Associate

Client Service Associate at Edelman Financial Engines, guiding clients with financial advice, providing customer service, and performing administrative tasks.

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

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