Client Services Specialist – Financial Planning
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-07-13
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Edelman Financial Engines, LLC in Omaha, NE seeks a Client Services Associate to support the Financial Planner by delivering high-level client service and accurate administrative support. You will coordinate meetings, prepare appointments, and help complete required paperwork to strengthen client relationships.
The role requires a bachelor’s degree or equivalent, two years of relevant experience, and a solid understanding of finance and investment markets.
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