Client Success Specialist — Financial Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-25
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services team member to provide a high level of customer service to clients, coordinating meetings, preparing paperwork, and ensuring accounts are accurate.
Ideal candidates have two years in financial services, a bachelor’s degree or equivalent, strong finance knowledge, and excellent communication skills alongside confidentiality and adaptability.
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