Client Relationship Specialist

3 weeks ago


Bellevue, Washington, United States Edelman Financial Engines Full time
About the Role
We are seeking an experienced professional to join our team as a Client Service Associate. This is an exciting opportunity to work with a leading firm in the financial services industry and contribute to the delivery of exceptional client experiences. Your primary responsibilities will include coordinating client meetings, supervising account activity, preparing and reviewing new account paperwork, and supporting the completion of required documentation. You will also be responsible for verifying accounts, documenting key client achievements, and maintaining risk awareness and compliance standards.

To succeed in this role, you will need to possess excellent communication skills, a good understanding of finance and investment markets, and the ability to adapt to changes in the work environment. If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply.

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