Client Success Advisor - Financial Services
Job in
Melbourne, Brevard County, Florida, 32935, USA
Listed on 2026-07-18
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services professional to deliver high-level service to clients and support account administration. You will coordinate meetings, supervise client accounts, and help ensure accurate paperwork and transfers.
The role requires two years of relevant experience in financial services, a Bachelor's degree or equivalent, strong finance knowledge, and the ability to adapt to changing demands.
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