Client Service Associate (Providence, RI)
Edelman Financial EnginesProvidence, Rhode Island, United States
Posted October 9, 2025
48900 - 65200 USD year
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
Edelman Financial Engines is seeking a Client Service Associate to partner with Financial Planner, providing excellent customer service to clients. This role involves coordinating client meetings, supervising account activity, preparing paperwork, and documenting key achievements. The position is a pivotal part of a client service team focused on building long-term relationships and delivering financial advice.
Requirements
- Coordinate client meetings.
- Supervise client account activity.
- Prepare and review account paperwork.
- Document client achievements.
Benefits
- Health, dental and wellness plans
- Discretionary bonus