Financial Advisory Client Services Associate
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-07-10
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Edelman Financial Engines in Bethesda, MD is seeking a Client Services specialist to deliver high‑level service to our clients while partnering with Financial Planners. You will coordinate meetings, review paperwork, and maintain confidentiality in a fast‑paced financial services environment.
The ideal candidate has at least two years’ experience in an investment advisory or broker/dealer setting, a bachelor’s degree, and a solid understanding of finance and markets, with strong communication
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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