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Financial Services

Client Services Associate: Financial Guidance

Job in Uniondale, Nassau County, New York, 11553, USA
Listing for: Edelman Financial Engines, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 54000 - 75000 USD Yearly USD 54000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Client Service Associate in Uniondale, New York. This role involves providing exceptional service to clients, supporting financial planners, and coordinating client inquiries. The ideal candidate will have over 2 years of relevant experience and a strong understanding of finance. Responsibilities include meeting coordination, account supervision, and maintaining compliance. Competitive salary range is $54,000 - $75,000 with additional benefits.

Join us for a collaborative, client-centered culture.
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Position Requirements
10+ Years work experience
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