Client Service Associate
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of ...
Client Service Associate
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a ...
Client Service Associate
Omaha, NE · On-site
$54K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a ...
Client Service Associate
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Quick apply
Client Service Associate
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service Associate 1
Lincoln, NE · On-site
$12.50 - $17.50/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
Client Service Associate 1
Lincoln, NE · On-site
$12.50 - $17.50/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Client Service Specialist
Lincoln, NE · On-site
$14.75 - $19.50/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Education: High school diploma or GED required; bachelor's or associate degree preferred.
Client Service Specialist
Lincoln, NE · On-site
$14.75 - $19.50/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Education: High school diploma or GED required; bachelor's or associate degree preferred.
Client Service Specialist
Lincoln, NE · On-site
$15 - $19.75/hr
Description The Client Service Specialist supports the organization's Client Managers through a ... Education: High school diploma or GED required; bachelor's or associate degree preferred.
Client Service Specialist
Lincoln, NE · On-site
$15 - $19.75/hr
Description The Client Service Specialist supports the organization's Client Managers through a ... Education: High school diploma or GED required; bachelor's or associate degree preferred.
Client Service Specialist
Lincoln, NE · On-site
$15 - $19.75/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Education: High school diploma or GED required; bachelor's or associate degree preferred.
Client Service Specialist
Lincoln, NE · On-site
$15 - $19.75/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Education: High school diploma or GED required; bachelor's or associate degree preferred.
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Kearney, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Kearney, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Kearney, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Kearney, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Lincoln, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Kearney, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Customer Service Associate
Kearney, NE · On-site
$15/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Allied Universal, North America's leading security and facility services company, offers rewarding ... Allied Universal is currently seeking a Business Development Associate to support field sales ...
Allied Universal, North America's leading security and facility services company, offers rewarding ... Allied Universal is currently seeking a Business Development Associate to support field sales ...
Client Relations Associate
Wayne, NE · On-site
$36K - $46K/yr
... and customer service teams and transition them into viable customers. The Entry Level Client ... Associate is part of a thriving team environment centered on providing top notch customer ...
Quick apply
Client Relations Associate
Wayne, NE · On-site
$36K - $46K/yr
... and customer service teams and transition them into viable customers. The Entry Level Client ... Associate is part of a thriving team environment centered on providing top notch customer ...
Client Service Consultant, PC
Omaha, NE · On-site
$19 - $23.50/hr
Client Service Consultant We are looking to add a Client Service Consultant to join our Property ... Holmes Murphy & Associates is an Equal Opportunity Employer.
Client Service Consultant, PC
Omaha, NE · On-site
$19 - $23.50/hr
Client Service Consultant We are looking to add a Client Service Consultant to join our Property ... Holmes Murphy & Associates is an Equal Opportunity Employer.
Client Service Associate Entry Level information
Is a customer service associate a good first job?
A client service associate entry-level position is often suitable as a first job because it develops communication, problem-solving, and customer management skills. It typically requires basic computer skills and offers on-the-job training, making it accessible for those starting their careers.
What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?
| Aspect | Client Service Associate Entry Level | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; relevant certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Various industries including tech, retail, telecom |
| Employer & Industry Usage | Commonly used in banking and finance sectors | Widespread across multiple customer-facing industries |
| Search & Comparison Intent | Often compared for entry-level client-facing roles in finance | Compared for customer support roles across industries |
In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.
Can an associate be entry level?
Yes, a Client Service Associate entry level position is designed for individuals with little to no prior experience in client service or finance. These roles typically require basic communication skills, a willingness to learn, and may involve training on specific tools or systems used in the industry.
What jobs pay 4000 a week without a degree?
A Client Service Associate at an entry-level can potentially earn around $4,000 a week through commissions, bonuses, or high-volume sales, especially in financial services or sales roles. Such earnings typically require strong communication skills, sales ability, and experience, often with certifications or licenses like FINRA for finance-related positions. High weekly pay without a degree is uncommon and usually involves commission-based roles or entrepreneurial ventures.
What is the career path for a client service associate?
A client service associate can advance to roles such as senior associate, client relationship manager, or financial advisor by gaining experience, developing client management skills, and obtaining relevant certifications like the Series 7 or Series 63. Progression often involves increasing responsibilities, specialization, and sometimes further education in finance or related fields.
What job categories do people searching Client Service Associate Entry Level jobs in Nebraska look for? The top searched job categories for Client Service Associate Entry Level jobs in Nebraska are:
What cities in Nebraska are hiring for Client Service Associate Entry Level jobs? Cities in Nebraska with the most Client Service Associate Entry Level job openings:
Edelman Financial Engines rating
9.2
Based on 12 frontline employees who took The Breakroom Quiz
Job description
Client Service Associate
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!
Responsibilities:
- Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
- Supervise client account activity, researching and resolving issues.
- Prepare and review all new account paperwork to ensure documents are complete and in good order.
- Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved.
- Document key client achievements and other relevant data into systems that will assist in future client interactions.
- Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.
- Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed.
- Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.
Requirements:
- Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
- Bachelor's degree or equivalent experience preferred.
- Good understanding of finance and investment markets/securities
- Critical thinking, attention to detail, and multi-tasking skills required.
- Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.
- Position requires a high level of confidentiality.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $54,000 - $65,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance. Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice.Recognized byBarron'sas a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30)1,wesupportmore than1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets2.Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visitEdelmanFinancialEngines.com.
2026Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor.Certain servicesprovidedon an educational and guidance basis only.Results are not guaranteed.
For California residents, please see the link for thePrivacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations aremodifications or adjustments to the hiring process that would enable you to fullyparticipatein that process.If you needassistanceto accommodate a disability, you may request one at any time by either contacting your recruiter orefetalentacquisition@edelmanfinancialengines.com.
1TheBarron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received aprecombinationranking of 12th.
2EdelmanFinancial Engines data, as ofSeptember 30, 2025.
#LI-HYBRID
What Edelman Financial Engines employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Edelman Financial Engines
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Santa Clara, CA, US
Year founded
1987