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Client Services Specialist - Financial Planning Support
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-20
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Edelman Financial Engines (EFE) helps people by delivering financial advice they can trust to grow and protect their goals today, tomorrow, and into the future. Our culture is built on core values—Client First, One Team, Respectful Candor, and Endless Curiosity—and we pursue relationships based on integrity and respect.
As a member of the Client Services team, you’ll partner with Financial Planners to provide high levels of service, coordinate meetings, review paperwork, monitor accounts, and
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