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Financial Services Financial Consultant Banking & Finance

Client Services Specialist, Financial Planning

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Houston seeks a Client Service Associate to enhance client interactions through exceptional service. The position involves coordinating client meetings, supervising account activities, and ensuring compliance with regulations. Candidates should have relevant experience in finance, a Bachelor’s degree, and strong critical thinking skills. The expected salary for this role ranges from $50,000 to $65,000, complemented by potential bonuses and benefits.
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