Client Service Associate

Edelman Financial Engines (EFE) guides people with the financial advice they need to thrive. We are looking for a Client Service Associate to partner with Financial Planners, providing high-level customer service to clients, and performing administrative functions. The role requires financial services experience, client service and communication skills, and a good understanding of finance.

Requirements

• Coordinate client meetings
• Supervise client account activity
• Prepare and review new account paperwork
• Maintain risk awareness and compliance

Benefits

• Annual target cash bonus
• Ability to earn additional cash bonuses
• Competitive base salary