Client Service Associate
Edelman Financial EnginesNew York, United States
Posted October 14, 2025
50000 - 65000 USD year
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
Edelman Financial Engines is seeking a Client Service Associate to provide high-level customer service and administrative support to clients. The role involves coordinating client meetings, supervising account activity, reviewing paperwork, and maintaining client relationships. The company focuses on guiding clients with financial advice, building long-term trust, and delivering results.
Requirements
- Coordinate client meetings.
- Supervise client account activity.
- Prepare and review account paperwork.
- Verify accounts and transfer to proper team.
- Document client achievements.
Benefits
- Health, dental
- Wellness plans
- 401(k) contributions
- Discretionary bonus
- Other forms of compensation