Client Service Associate
Edelman Financial EnginesRoseville, California, United States
Posted December 10, 2025
54000 - 75000 USD year
Full Time
About the Company
Edelman Financial Engines is America’s top independent financial planning and investment advisory firm, recognized by Barron’s 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets
Job Description
Client Service Associate position at Edelman Financial Engines, responsible for providing high-level customer service to clients, coordinating client meetings, and performing administrative functions. Requirements include 2+ years of relevant experience, a good understanding of finance, and critical thinking skills.
Requirements
- 2+ 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
Benefits
- Discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions