More jobs:
Client Success Specialist, Financial Services
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-25
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a Client Services team member to provide high-level service to clients in coordination with Financial Planners. You will help build client relationships, manage administrative duties, and support investments-related processes in a confidential, fast-paced environment.
The role emphasizes understanding finance and investments, maintaining accuracy, and contributing to company initiatives while ensuring compliance and effective client communication.
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