Client Services Associate — Financial Planning Support
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Sales, Bank Customer Service
Edelman Financial Engines, LLC is hiring for a Client Services role within our Client Services team. You will partner with Financial Planners to deliver outstanding service and support client relationships, handling administrative tasks and meeting coordination.
Ideal candidates have 2+ years in financial services, a Bachelor’s degree or equivalent, and strong finance knowledge. You’ll thrive in a collaborative, confidential environment focused on helping clients achieve their financial goals.
As a Client Services Associate — Financial Planning Support, you will play an important part at Edelman Financial Engines, LLC in Phoenix, AZ, United States.
Join us at Edelman Financial Engines, LLC as our next Client Services Associate — Financial Planning Support in Phoenix, AZ, United States.
We are currently recruiting a Client Services Associate — Financial Planning Support for our team in Phoenix, AZ, United States.
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