Client Service Associate

edelmanfinancialengines

1 month ago

Fairfax, VA

Hybrid

Full Time

Junior

0 applicants

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About this role

Edelman Financial Engines is seeking a Client Service Associate to support their client relationships and administrative functions within their financial services team. The role involves coordinating client meetings, handling account activities, ensuring proper documentation, and supporting various firm initiatives. It is suited for someone with a background in finance and strong client service skills.

Skills

About edelmanfinancialengines

edelmanfinancialengines.com

Edelman Financial Engines is a large independent wealth management and retirement-planning firm created by the merger of Edelman Financial Advisors and Financial Engines. It delivers personalized financial planning, investment and wealth management, 401(k) and employer‑plan advice, and tax‑aware strategies through a hybrid model of digital tools and human advisors. The firm serves individual investors, employer‑sponsored retirement plans and institutions, offering online planning tools, portfolio management, and ongoing fiduciary guidance to help clients pursue long‑term goals. It’s known for combining scalable technology with dedicated advisors and a fiduciary approach to advice.