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Finance Client Onboarding Specialist

Job in Jacksonville, Duval County, Florida, 32290, USA
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
Salary/Wage Range or Industry Benchmark: 67000 - 93000 USD Yearly USD 67000.00 93000.00 YEAR
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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