Client Experience Specialist — Financial Services
Job in
Kirkland, King County, Washington, 98034, USA
Listed on 2026-08-24
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Office Administrator/ Coordinator
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services teammate to partner with the Financial Planner, delivering high-level client service and ensuring smooth administration of accounts.
The role focuses on coordinating meetings, handling paperwork, and maintaining confidential client information while upholding the firm's core values and standards. A strong finance background and excellent communication are required.
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