Client Onboarding Specialist — Financial Services
Job in
Northern, Floyd County, Kentucky, 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
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services specialist to partner with Financial Planners and deliver high-level service to clients. You will coordinate meetings, review paperwork, and help ensure accurate account activity while protecting client confidentiality.
The role requires two years of relevant financial services experience, a bachelor’s degree or equivalent, and strong finance knowledge with attention to detail.
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