Client Services Pro Financial Planning
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Analyst
Edelman Financial Engines, Bellevue, WA, is seeking a Client Services team member to partner with the Financial Planner and provide a high level of client service. You will help manage client relationships and handle related administrative tasks.
The role requires a finance background, strong communication skills, two years of relevant experience, and a commitment to confidentiality as you support accounts, meetings, paperwork, and regulatory compliance.
We are looking to fill the Client Services Pro for Financial Planning position at Edelman Financial Engines in Bellevue, WA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 54.000 - 72.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Pro for Financial Planning role in the description above.
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