Client Service Associate

Edelman Financial Engines is looking for a Client Service Associate to partner with Financial Planners and provide outstanding client service. The role involves coordinating client meetings, supervising client account activity, and maintaining risk awareness and compliance.

Requirements

• Two 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.
• 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

• Competitive base salary
• Annual target cash bonus
• Additional cash bonuses for contributions throughout the year