Client Services Specialist - Financial Planning

Edelman Financial Engines; Towson (MD); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual target cash bonus

Competitive salary

Additional cash bonuses

Job summary

A financial services firm is seeking a Client Services role to deliver high-quality service to clients. Responsibilities include coordinating client meetings, supervising account activities, and ensuring compliance. The ideal candidate should have at least two years of relevant financial services experience, strong communication skills, and a good understanding of finance. This position offers a base salary range of $50,000 - $65,000 plus bonuses based on individual and team performance.

Qualifications

• Two years of relevant experience in financial services preferred.
• Good understanding of finance and investment markets.
• Adaptability to changes in the work environment.

Responsibilities

• Coordinate client meetings, greeting and preparing for clients.
• Prepare and review new account paperwork.
• Maintain risk awareness and compliance in client interactions.

Skills

Client service

Communication

Critical thinking

Attention to detail

Multi-tasking

Education

Bachelor's degree or equivalent experience

Job description

A financial services firm is seeking a Client Services role to deliver high-quality service to clients. Responsibilities include coordinating client meetings, supervising account activities, and ensuring compliance. The ideal candidate should have at least two years of relevant financial services experience, strong communication skills, and a good understanding of finance. This position offers a base salary range of $50,000 - $65,000 plus bonuses based on individual and team performance.