Client Services Associate - Financial Planning

Socket.dev; Bellevue (WA); On-site; USD 54,000 - 72,000; Full time

Job summary

Edelman Financial Engines is seeking a Client Services Associate to provide high-level client service, coordinate meetings and support account paperwork in a fast-paced financial services environment.

You will help manage client relationships, monitor account activity, and assist with onboarding, transfers, and regulatory compliance while maintaining strict confidentiality. This role emphasizes teamwork and accurate, timely communication.

Qualifications

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) 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.

Responsibilities

• Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
• Supervise client account activity, researching and resolving issues
• Prepare and review all new account paperwork to ensure documents are complete and in good order
• Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
• Document key client achievements and other relevant data into systems that will assist in future client interactions
• Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
• Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed
• Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented

Skills

Financial services experience

Finance knowledge

Critical thinking

Attention to detail

Multitasking

Confidentiality

Education

Bachelor’s degree or equivalent experience

Job description

Edelman Financial Engines is seeking a Client Services Associate to provide high-level client service, coordinate meetings and support account paperwork in a fast-paced financial services environment.

You will help manage client relationships, monitor account activity, and assist with onboarding, transfers, and regulatory compliance while maintaining strict confidentiality. This role emphasizes teamwork and accurate, timely communication.