Client Service Associate
Edelman Financial EnginesMiami, Florida, United States
Posted October 27, 2025
54000 - 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 (EFE) is seeking a Client Service Associate to partner with Financial Planners and provide high-level customer service to clients. The role focuses on building client relationships, ensuring account activity, verifying accounts, and supporting firm initiatives. The company values client first, integrity, and a collaborative culture.
Requirements
- Coordinate client meetings.
- Supervise client account activity.
- Verify accounts and ensure proper trading.
- Document client achievements and relevant data.
Benefits
- Health, dental and wellness plans
- 401(k) contributions