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Financial Client Services Associate
Job in
Lynnwood, Snohomish County, Washington, 98037, USA
Listed on 2026-07-10
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a Client Services team member to partner with the Financial Planner, delivering high-level client service and supporting all related administrative tasks.
Ideal candidates have financial services experience, strong communication skills, and a solid understanding of finance and investments. The role emphasizes confidentiality and collaboration across teams, with opportunities to contribute to broader firm initiatives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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