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Financial Services Client Advisor - Hybrid

Job in Roseville, Placer County, California, 95678, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 54000 - 75000 USD Yearly USD 54000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial services company in Roseville, CA is seeking a Client Service Associate to provide exceptional customer service. This role involves coordinating client meetings, supervising account activities, and ensuring compliance while working in a hybrid environment. The ideal candidate will have financial services experience, strong communication skills, and the ability to adapt to changes. The expected salary range is $54,000 - $75,000, with additional benefits like bonuses and health plans.
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