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Client Services Associate - Financial Guidance
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-27
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Edelman Financial Engines in Houston seeks a Client Service Associate to provide exceptional service to clients while supporting financial planners. This role involves coordinating client meetings, supervising account activities, and ensuring compliance with standard procedures.
The ideal candidate will have financial services experience, a good understanding of finance, and critical thinking abilities. The expected salary range for this position is $54,000 to $65,000 plus performance bonuses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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