Client Service Associate

Client Service Associate at Edelman Financial Engines: provide high-level customer service, build client relationships, and perform administrative functions. Edelman Financial Engines is a purpose-driven financial services company committed to guiding people with the financial advice they need to thrive.

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

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