Client Service Associate

edelmanfinancialengines

1 month ago

Uniondale, NY

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Associate at Edelman Financial Engines provides high-quality customer service by managing client relationships, coordinating meetings, and supporting administrative and account activities. The role involves ensuring compliance and assisting with client account management within a financial services environment.

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.