Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
You'll be part of a team that values coordination, shared goals, and mutual support-working ... Analyze customer service needs and respond in real time to inbound calls and online cases ...
You'll be part of a team that values coordination, shared goals, and mutual support-working ... Analyze customer service needs and respond in real time to inbound calls and online cases ...
You'll be part of a team that values coordination, shared goals, and mutual support-working ... Analyze customer service needs and respond in real time to inbound calls and online cases ...
You'll be part of a team that values coordination, shared goals, and mutual support-working ... Analyze customer service needs and respond in real time to inbound calls and online cases ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
The Associate will work closely with Global Stakeholders including the Prime Brokerage Trade ... ISG Product Operations partners closely with Shared Services and Banking Operations as well as ...
Associate Director of Finance, Sales & Marketing
Lehi, UT · On-site
$120K - $150K/yr
Associate Director of Finance, Sales & Marketing Company : Reef Capital Salary : $120,000-$150,000 ... shared services and execution engine on behalf of each property while also building a Reef-wide ...
Associate Director of Finance, Sales & Marketing
Lehi, UT · On-site
$120K - $150K/yr
Associate Director of Finance, Sales & Marketing Company : Reef Capital Salary : $120,000-$150,000 ... shared services and execution engine on behalf of each property while also building a Reef-wide ...
Associate Director of Finance, Sales & Marketing
Lehi, UT · On-site
$120K - $150K/yr
Associate Director of Finance, Sales & Marketing Company : Reef Capital Salary : $120,000-$150,000 ... shared services and execution engine on behalf of each property while also building a Reef-wide ...
Quick apply
Associate Director of Finance, Sales & Marketing
Lehi, UT · On-site
$120K - $150K/yr
Associate Director of Finance, Sales & Marketing Company : Reef Capital Salary : $120,000-$150,000 ... shared services and execution engine on behalf of each property while also building a Reef-wide ...
Associate Director of Finance, Sales & Marketing
$120K - $150K/yr
Associate Director of Finance, Sales & Marketing Company : Reef Capital Salary : $120,000-$150,000 ... shared services and execution engine on behalf of each property while also building a Reef-wide ...
Associate Director of Finance, Sales & Marketing
$120K - $150K/yr
Associate Director of Finance, Sales & Marketing Company : Reef Capital Salary : $120,000-$150,000 ... shared services and execution engine on behalf of each property while also building a Reef-wide ...
IT Analyst- Helpdesk
Heber City, UT · On-site
... and other shared services. * Maintain current and accurate inventory of technology hardware ... High school diploma or equivalent; associate degree or relevant certification (A+, Network ...
IT Analyst- Helpdesk
Heber City, UT · On-site
... and other shared services. * Maintain current and accurate inventory of technology hardware ... High school diploma or equivalent; associate degree or relevant certification (A+, Network ...
Facilities Associate
Bluffdale, UT · On-site
$16.50 - $22.25/hr
This role ensures that all shared spaces-including restrooms, breakrooms, meeting areas, and ... The Facilities Associate also supports special projects, meeting setup, and works closely with ...
Facilities Associate
Bluffdale, UT · On-site
$16.50 - $22.25/hr
This role ensures that all shared spaces-including restrooms, breakrooms, meeting areas, and ... The Facilities Associate also supports special projects, meeting setup, and works closely with ...
Facilities Associate
Riverton, UT · On-site
$16.50 - $22.25/hr
This role ensures that all shared spaces-including restrooms, breakrooms, meeting areas, and ... The Facilities Associate also supports special projects, meeting setup, and works closely with ...
Quick apply
Facilities Associate
Riverton, UT · On-site
$16.50 - $22.25/hr
This role ensures that all shared spaces-including restrooms, breakrooms, meeting areas, and ... The Facilities Associate also supports special projects, meeting setup, and works closely with ...
IT Analyst- Helpdesk
Heber City, UT · On-site
... and other shared services. * Maintain current and accurate inventory of technology hardware ... High school diploma or equivalent; associate degree or relevant certification (A+, Network ...
IT Analyst- Helpdesk
Heber City, UT · On-site
... and other shared services. * Maintain current and accurate inventory of technology hardware ... High school diploma or equivalent; associate degree or relevant certification (A+, Network ...
IT Analyst- Helpdesk
Heber, UT · On-site
... and other shared services. * Maintain current and accurate inventory of technology hardware ... High school diploma or equivalent; associate degree or relevant certification (A+, Network ...
IT Analyst- Helpdesk
Heber, UT · On-site
... and other shared services. * Maintain current and accurate inventory of technology hardware ... High school diploma or equivalent; associate degree or relevant certification (A+, Network ...
Associate Veterinarian
Herriman, UT · On-site
Why join the team • A full service GP hospital that has been caring for the pets in the community ... our shared future. VCA is part of the Mars Veterinary Health family of brands, working towards A ...
Associate Veterinarian
Herriman, UT · On-site
Why join the team • A full service GP hospital that has been caring for the pets in the community ... our shared future. VCA is part of the Mars Veterinary Health family of brands, working towards A ...
Why join the team • A full service AAHA-accredited GP hospital that has been caring for the pets ... our shared future. VCA is part of the Mars Veterinary Health family of brands, working towards A ...
Why join the team • A full service AAHA-accredited GP hospital that has been caring for the pets ... our shared future. VCA is part of the Mars Veterinary Health family of brands, working towards A ...
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... You are interested in building a knowledge of Gallagher tools, systems and shared resources * We ...
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... You are interested in building a knowledge of Gallagher tools, systems and shared resources * We ...
Associate Buyer
Lehi, UT · Hybrid
... forecasting and customer service. Hundreds of global brands depend on Pattern's ecommerce ... Associate Inventory Managers work closely with Inventory Managers and senior team members on shared ...
Quick apply
Associate Buyer
Lehi, UT · Hybrid
... forecasting and customer service. Hundreds of global brands depend on Pattern's ecommerce ... Associate Inventory Managers work closely with Inventory Managers and senior team members on shared ...
Associate Buyer
Lehi, UT · Hybrid
... forecasting and customer service. Hundreds of global brands depend on Pattern's ecommerce ... Associate Inventory Managers work closely with Inventory Managers and senior team members on shared ...
Associate Buyer
Lehi, UT · Hybrid
... forecasting and customer service. Hundreds of global brands depend on Pattern's ecommerce ... Associate Inventory Managers work closely with Inventory Managers and senior team members on shared ...
Shared Services Associate information
See Provo, UT salary details
$10.23 - $12.16
7% of jobs
$14.05 is the 25th percentile. Wages below this are outliers.
$12.16 - $14.08
18% of jobs
$14.08 - $16
18% of jobs
The median wage is $16.48 / hr.
$16 - $17.92
27% of jobs
$18.74 is the 75th percentile. Wages above this are outliers.
$17.92 - $19.85
11% of jobs
$19.85 - $21.77
3% of jobs
$21.77 - $23.69
2% of jobs
$23.69 - $25.61
2% of jobs
$25.61 - $27.54
5% of jobs
$27.54 - $29.46
3% of jobs
$29.46 - $31.38
3% of jobs
$10
$18
$31
How much do shared services associate jobs pay per hour?
What is the difference between Shared Services Associate vs Customer Service Representative?
| Aspect | Shared Services Associate | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may require certifications in finance or administration | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Office setting, supporting internal departments like HR, finance, or IT | Call centers, retail, or office environments interacting directly with customers |
| Employer & Industry | Corporate, finance, healthcare, and government sectors | Retail, telecommunications, hospitality, and service industries |
Shared Services Associates typically support internal functions within organizations, focusing on administrative and operational tasks, while Customer Service Representatives primarily interact with external customers to resolve issues and provide support. Both roles require strong communication skills but differ in their focus and work environment.
What are the key skills and qualifications needed to thrive as a Shared Services Associate, and why are they important?
What are the typical responsibilities of a Shared Services Associate and how do they contribute to the overall efficiency of an organization?
What are Shared Services Associates?

$54K - $72K/yr
Full-time
Re-posted 2 days ago
Edelman Financial Engines rating
9.2
Based on 12 frontline employees who took The Breakroom Quiz
Job description
- 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.
- 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.
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