Client Service Associate, Shared Support Team
Edelman Financial EnginesLas Vegas, Nevada, United States • California, United States
Posted January 5, 2026
50000 - 65000 USD year
Full Time
About the Company
Edelman Financial Engines is a top independent financial planning and investment advisory firm, committed to always acting in the best interests of our clients.
Job Description
Client Service Associate role at Edelman Financial Engines, guiding people with financial advice to thrive. The team is committed to delivering outstanding service by building and encouraging client relationships.
Requirements
- Coordinate client meetings
- Supervise client account activity
- Prepare and review account paperwork
- Verify accounts are traded into the accurate model
- Document key client achievements and data
- Maintain risk awareness and compliance
- Support the firm's initiatives and projects
Benefits
- Discretionary bonus
- Health, dental, and wellness plans
- 401(k) contributions