Client Services Associate, Wealth Planning Support
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-08-30
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a Client Services team member to provide high-level client service alongside a Financial Planner. You will help build client relationships, handle related administrative tasks, and support accounts with a strong finance background.
Responsibilities include coordinating meetings, supervising account activity, processing paperworks, and ensuring confidentiality. A base salary range is provided with potential bonuses and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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