Client Service Professional

5 days ago


Aragüés del Puerto, Huesca, United States Edelman Financial Engines Full time

At Edelman Financial Engines, we believe that everyone deserves access to personal, comprehensive financial planning and investment advice. As a Client Service Professional, you will be part of a dynamic team that provides high-level customer service to our clients. Your responsibilities will include supervising client account activity, verifying accounts, and maintaining risk awareness and compliance. If you have a passion for finance and exceptional communication skills, we invite you to consider joining our team.

Our unique approach to serving clients combines advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. This fusion allows us to deliver personalized plans and financial confidence to our clients. We offer a competitive estimated salary range of $60,000 - $75,000 per year, with opportunities for growth and development within the company.



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