Client Service Associate

Edelman Financial Engines is seeking a Client Service Associate to provide high-level customer service to clients, coordinate meetings, and perform administrative tasks. The ideal candidate will have financial services experience, excellent communication skills, and a good understanding of finance and investment markets.

Requirements

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer)
• Bachelor's degree or equivalent experience
• 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
• Position requires a high level of confidentiality

Benefits

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