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Financial Services Client Success Associate
Job in
Lynnwood, Snohomish County, Washington, 98037, USA
Listed on 2026-08-18
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Sales, Financial Services
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services professional to partner with Financial Planners and deliver a high level of client care. You will coordinate meetings, prepare and review account paperwork, and support all aspects of client activity.
The role requires 2+ years in financial services, a bachelor’s degree, and strong communication and analytical skills. You will contribute to risk/compliance, and benefit from a base salary plus annual bonuses and a comprehensive benefits
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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