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Finance Client Onboarding Specialist
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-09-03
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a Client Services professional to partner with Financial Planners and deliver high-level client service. You will help build client relationships, handle administrative tasks, and support account paperwork and transfers.
Two years of financial services experience and a strong understanding of finance are preferred. A Bachelor’s degree or equivalent experience is desirable, with confidentiality and adaptability in a dynamic environment.
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