Client Experience Specialist — Financial Services
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Banking & Finance, Financial Sales
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.
We are seeking a motivated Client Experience Specialist — Financial Services to join Edelman Financial Engines in Kirkland, WA, United States.
For the Client Experience Specialist — Financial Services position at Edelman Financial Engines, we are reviewing applications now.
Step into the Client Experience Specialist — Financial Services role at Edelman Financial Engines in Kirkland, WA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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