Client Service Associate

Edelman Financial Engines is seeking a Client Service Associate to partner with Financial Planners to deliver outstanding service to clients. The ideal candidate will have experience in financial services, excellent communication skills, and a good understanding of finance.

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.
• 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