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Client Services Specialist: Shared Support & Growth

Job in Silver Spring, Montgomery County, Maryland, 20900, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 54000 - 72000 USD Yearly USD 54000.00 72000.00 YEAR
Job Description & How to Apply Below

Edelman Financial Engines is seeking a Client Service Associate in Silver Spring, MD. In this role, you will support Financial Planners and provide exceptional customer service to clients. Your responsibilities will include coordinating meetings, supervising client accounts, and ensuring compliance with company procedures.

This position requires a solid understanding of finance and investment markets, and preferred candidates will have two years of experience. A competitive salary range of $54,000 - $72,000 with additional bonuses is offered.

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