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Client Services Associate - Financial Planning Support
Job in
Puyallup, Pierce County, Washington, 98374, USA
Listed on 2026-08-17
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services professional to partner with the Financial Planner, delivering high-level service to clients.
Responsibilities include coordinating meetings, processing paperwork, and maintaining client relationships while ensuring confidentiality. A minimum of two years in financial services and a bachelor’s degree or equivalent experience are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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