Client Services Associate: Build Trusted Client Relations
Edelman Financial Engines
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Job summary
Edelman Financial Engines is seeking a client services professional to partner with the Financial Planner, delivering high-level service to clients and handling related administrative tasks. You will help deepen client relationships and ensure accurate, timely communication.
This role emphasizes financial services knowledge, strong communication, and a collaborative, client-first approach as part of a values-driven culture.
Job description
Edelman Financial Engines is seeking a client services professional to partner with the Financial Planner, delivering high-level service to clients and handling related administrative tasks. You will help deepen client relationships and ensure accurate, timely communication.
This role emphasizes financial services knowledge, strong communication, and a collaborative, client-first approach as part of a values-driven culture.
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