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Financial Services

Financial Planning Client Services Specialist

Job in Uniondale, Nassau County, New York, 11553, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Uniondale is seeking an experienced individual to join the Client Services team. Responsibilities include coordinating client meetings, supervising account activity, and ensuring compliance with regulations. The ideal candidate will have over 2 years of relevant experience, good communication skills, and a solid understanding of finance. This position offers a competitive salary and the opportunity to work in a collaborative environment focused on client success.
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