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Financial Services Client Advocate
Job in
Melbourne, Brevard County, Florida, 32935, USA
Listed on 2026-07-20
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services team member to deliver high level client service and maintain strong client relationships. You will partner with Financial Planners, handle account paperwork, and support daily administrative functions to ensure accurate and timely servicing of client portfolios.
Ideal candidates have 2+ years in financial services, a bachelor’s degree or equivalent experience, and a solid understanding of investment markets.
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