Client Service Associate

Edelman Financial Engines is seeking a Client Service Associate to partner with Financial Planners and provide high-level customer service to clients. The role involves coordinating client meetings, supervising account activity, and maintaining risk awareness and compliance.

Requirements

• 2+ 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