Client Service Associate

We are looking for a Client Service Associate to join our team at Edelman Financial Engines. As a member of the Client Services team, you'll partner with the Financial Planner to provide exceptional client service and perform administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!

Requirements

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

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions