Client Service Associate

Edelman Financial Engines is seeking a Client Service Associate to join their team. The successful candidate will provide high-level customer service to clients, coordinate meetings, and perform administrative tasks. The role requires a good understanding of finance and investment markets, critical thinking, and attention to detail.

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