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Client Services Associate - Financial Planning Support

Job in Saint Louis, Sierra County, California, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below
Location: Saint Louis

Edelman Financial Engines is looking for a Client Service Associate in California to provide exceptional customer support to clients and collaborate with financial planners. The role requires coordinating client meetings, supervising account activity, and ensuring all paperwork is completed accurately.

Ideal candidates should have a bachelor’s degree or relevant experience with a strong understanding of finance and investment markets. This position offers a competitive salary range and additional performance-based bonuses.

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Position Requirements
10+ Years work experience
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