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Edelman Financial Engines

60 Edelman Financial Engines Client Service Associate Jobs Hiring Near You

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Edelman Financial Engines Jobs Information

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is it like to work at Edelman Financial Engines?

Edelman Financial Engines is a company that values collaboration, innovation, and a commitment to helping individuals achieve their financial goals. The company's team structure is designed to foster a supportive and inclusive work environment, with a focus on providing comprehensive financial planning and investment services to clients. Working at Edelman Financial Engines may appeal to candidates who are passionate about the financial services industry and are looking for a dynamic and growth-oriented organization that prioritizes employee development and client satisfaction.

Does Edelman Financial Engines pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 12 people who took the Breakroom Quiz between February 2025 and April 2026.

Is the health insurance from Edelman Financial Engines affordable enough for their workers?

Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 10 people who took the Breakroom Quiz between March 2025 and April 2026.

Do people get paid time off at Edelman Financial Engines?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 10 people who took the Breakroom Quiz between July 2025 and April 2026.

How easy is it to get time off at Edelman Financial Engines?

Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and April 2026.

How easy is it to take sick days at Edelman Financial Engines?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines feel treated with respect by their managers?

Most people feel treated with respect by their managers.
90% of people say they’re treated with respect by their managers.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines get to take their breaks without interruption?

Most people get breaks without interruption.
83% of people report that they get to take their breaks without interruption.
Based on data from 12 people who took the Breakroom Quiz between February 2025 and April 2026.

Is it stressful to work at Edelman Financial Engines?

Some people feel stressed out here.
50% of people say they often feel stressed out at work.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines enjoy their jobs?

Most people enjoy their job.
73% of people report they enjoy their job.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines recommend working with their team?

Only some people recommend working with their team.
50% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 12 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get enough training when they start at Edelman Financial Engines?

Some people didn’t get enough training when they started.
36% of people report they didn’t get enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get support to advance at Edelman Financial Engines?

Only some people are given support to advance their career here.
In the last year, 45% of people report not being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people think Edelman Financial Engines’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
73% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do workers feel well informed about how Edelman Financial Engines is doing?

Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.
What other companies are hiring for Client Service Associate jobs?
What are the most popular jobs at Edelman Financial Engines?
What are the most popular categories at Edelman Financial Engines?
Infographic showing various Client Service Associate job openings at Edelman Financial Engines in the United States as of May 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 58% Physical, 2% Hybrid, and 40% Remote job distribution.
Client Service Associate

Client Service Associate

Edelman Financial Engines

San Diego, CA • On-site

$54K - $71K/yr

Other

Medical, Dental, Retirement

Posted 4 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

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 - $71,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

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 provideyouthis 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 orHRQ@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.

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