Client Service Associate

Client Service Associate at Edelman Financial Engines, guiding people with financial advice to thrive, building long-term relationships based on respect, integrity, and client-first approach.

Requirements

• Two years of relevant experience in 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.
• Position requires a high level of confidentiality.

Benefits

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