Client Experience Associate – Financial Services
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-06-07
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Service Associate in Omaha, Nebraska. This role is pivotal in delivering outstanding client service by partnering with Financial Planners. You will be responsible for coordinating client meetings, supervising accounts, and ensuring compliance.
The ideal candidate has two years of relevant financial services experience, strong communication and client service skills, and a good understanding of investment markets. Join us to build long-term client relationships in a values-driven environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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