Client Service Associate

We are looking for a Client Service Associate to join our team at Edelman Financial Engines. The successful candidate will provide high-level customer service to clients, coordinate client meetings, and perform administrative functions. The role requires strong client service and communication skills, with a good understanding of finance. We offer a competitive base salary, annual target cash bonus, and additional bonus opportunities.

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.

Benefits

• Competitive base salary
• Annual target cash bonus
• Additional bonus opportunities