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Client Service Associate — Financial Planning Support
Job in
Burlington, Middlesex County, Massachusetts, 01805, USA
Listed on 2026-06-03
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Edelman Financial Engines in Burlington, Massachusetts is seeking a Client Service Associate for Shared Support. This role involves coordinating client meetings, overseeing account activity, and providing essential support to financial planners.
The ideal candidate should have two years of relevant experience, a bachelor’s degree, and strong analytical skills. The expected salary range for this position is between $54,000 and $72,000, along with opportunities for additional bonuses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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