Client Service Associate

Edelman Financial Engines is seeking a Client Service Associate to partner with Financial Planners to provide high-level customer service to clients. Responsibilities include coordinating client meetings, supervising account activity, and maintaining risk awareness and compliance.

Requirements

• Two 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
• Position requires a high level of confidentiality

Benefits

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