Client Service Associate

Edelman Financial Engines, LLC
Sugar Land, Texas, United States
Full Time
On Site
Junior
USD 48,900 – 65,200
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 3 weeks ago

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Excellent 4.7

Job summary

Partner with Financial Planners to provide high-quality client service by coordinating meetings, managing accounts, and supporting administrative tasks in the financial services field.

Responsibilities

The Client Service Associate partners with Financial Planners to provide high-level customer service and support client relationships. Responsibilities include managing account paperwork, coordinating client meetings, and ensuring compliance with regulatory procedures.

Qualifications

client service communication skills confidentiality critical thinking finance investment markets multi-tasking securities

The role prefers candidates with at least two years of relevant experience in a Registered Investment Advisor or Broker/Dealer environment. A bachelor's degree or equivalent experience is also preferred, along with strong financial market knowledge and attention to detail.

English

Benefits

  • Discretionary bonus
  • Health insurance
  • Dental insurance
  • Wellness plans
  • 401(k) contributions

Company

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

linkedin
Financial Services
Location
Sugar Land, Texas, United States

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Excellent 4.7
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