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Financial Client Success Specialist
Job in
Alexandria, Fairfax County, Virginia, 22350, USA
Listed on 2026-08-02
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services team member who will deliver high-level service to clients in partnership with a Financial Planner. The role focuses on client relationship development, administrative tasks, and ensuring confidential handling of information.
Two years of financial services experience is preferred, along with a Bachelor’s degree or equivalent. The position includes base pay with potential bonuses, and benefits such as health, dental, 401(k).
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