Client Service Associate

As a Client Service Associate, you'll partner with Financial Planners to provide high-level customer service to clients, build client relationships, and perform administrative tasks. Edelman Financial Engines is a purpose-driven company that values respect, integrity, and endless curiosity. We're committed to moving forward together and making smart investments decisions for our clients.

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

Benefits

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