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Edelman Financial Engines
Edelman Financial Engines

60 Edelman Financial Engines Client Service Associate Jobs Hiring Near You

Edelman Financial Engines, LLC

OR

$50K - $67K/yr

Optimally handle time, client inflows and processes while adhering to a set schedule within the ... Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for ...

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Edelman Financial Engines Jobs Information

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.

What makes Edelman Financial Engines an attractive place to work?

Edelman Financial Engines is a leading financial services company that offers comprehensive financial planning and investment management services to individuals and families. The company's workplace is characterized by a culture of innovation, collaboration, and stability, with opportunities for employees to work on complex financial planning projects and contribute to the development of cutting-edge financial solutions. By joining Edelman Financial Engines, professionals can gain valuable experience, expand their skill set, and make a meaningful impact in the lives of clients, while also enjoying opportunities for career growth and professional development.

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.

At Edelman Financial Engines, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
56% of people say they have to use vacation days when they’re out sick.
Based on data from 9 people who took the Breakroom Quiz between July 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.

Is working at Edelman Financial Engines good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 6 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 July 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 77% Physical, 2% Hybrid, and 21% Remote job distribution.
Client Service Associate

Client Service Associate

Edelman Financial Engines, LLC

Melbourne, FL

$50K - $65K/yr

Other

Posted 2 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

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 $50,000 - $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.    

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