Client Service Associate
Edelman Financial Engines
About this role
The Client Service Associate at Edelman Financial Engines plays a key role in providing high-level customer service within the financial services sector. The position involves collaborating with financial planners, supporting client account activities, and managing administrative functions to ensure smooth client interactions. It requires a good understanding of finance and a focus on building and maintaining client relationships.
Skills
About Edelman Financial Engines
edelmanfinancialengines.comEdelman 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.
About Edelman Financial Engines
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Edelman Financial Engines.
Salary
$54k – $75k
per year