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Payroll Specialist
ADP
Augusta, GA
ADP is hiring a Payroll Support Representative -- Level I. The Payroll Support Representative supports Major Accounts Comprehensive Services Client users on WFN, PayX, ezLM, Portal, HRB and…
Added 1 min ago
A
Sr. Clinical Trial Associate
Actalent
Lexington, MA
- $35 to $38 USD / hour
Support study planning, execution, and closeout activities across 3-4 programs.
Added 1 min ago
A
Engineering Test Technician
Actalent
Ronkonkoma, NY
- $23 to $28 USD / hour
Write up non-conformances in a clear and organized manner to support quality records and corrective actions.
Added 1 min ago
A
Clinical Research Coordinator
Actalent
Warren, NJ
- $29 to $30 USD / hour
Prepare for and support monitoring visits, audits, and regulatory inspections.
Added 1 min ago
A
Manufacturing Engineer
Actalent
REYNOLDSBURG, OH
- $31.25 to $36.06 USD / hour
…adjustment, rebuilding, and occasional welding. The engineer will support continuous improvement of manufacturing equipment and processes, maintain accurate documentation, and collaborate…
Added 1 min ago
A
Mechanical Engineer
Actalent
Columbus, OH
- $28.85 to $33.65 USD / hour
Directly work with customers to assist with application-related queries and support.
Added 1 min ago
A
Quality Lead
Actalent
Elk River, MN
- $30 to $38 USD / hour
Supervise, mentor, and train lab technicians, assigning tasks and providing ongoing guidance and technical support.
Added 3 mins ago
M&
Associate, Banking
MS & Co., LLC
NY
- $175,000 to $225,000 USD / year
Morgan Stanley & Co. LLC is seeking an Associate, Banking in New York, New York to execute corporate finance transactions including mergers and acquisitions, equity and debt capital…
Added 4 mins ago
Associate Content Specialist- Real Time Datafeeds
FactSet Research Systems Inc.
NY · Norwalk, CT · Chicago, IL
As an Associate Content Specialist, you will help maintain and enhance the real-time market data used across FactSet's products. You'll work closely with Engineering, Operations, and other…
Added 5 mins ago
Design Consultant - Temporary
Virginia Tile Company
Saint Louis, MO
This is a temporary position to help support Showroom operations through April 2027*
Added 6 mins ago
CJ
Automated Systems Technician
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Rialto, CA
- $26.03 to $38.68 USD / hour
…troubleshooting, equipment coordination, technical training, and support for business applications and automated processes. This position requires technical knowledge of computer systems,…
Added 8 mins ago
Park City Sales Associate I
TAPESTRY (UTAH), INC.
PARK CITY, UT
Added 8 mins ago
BH
Child Care Teacher
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- $16.1 to $21.7 USD / hour
Added 8 mins ago
Sales Associate III
TAPESTRY (UTAH), INC.
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Added 11 mins ago
Senior Analyst, Central Operations Analytics
Ensemble RCM LLC
Remote, United States
Application & Provisioning Operational Support:
Added 11 mins ago
VICE PRESIDENT, OPERATIONS
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Boston, MA
Support and execute the IFM strategy aligned with client and corporate objectives.
Added 11 mins ago
DIRECTOR OF FACILITIES
Compass Group
Cincinnatti, OH
As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you’ve been hungry and away from home,…
Added 11 mins ago
CG
ADMINISTRATIVE ASSISTANT (FULL TIME)
Compass Group
Tampa, FL
- $18 USD / hour
- Full-time
Crothall provides specialized, high-quality, innovative support services exclusively to the healthcare industry. As the market leader in Environmental Services (EVS), we support nearly…
Added 12 mins ago
Customer Service Associate
IB
DC
The role of the Customer Service Associate is to provide a professional service to members of the IB Community, managing inquiries, identifying, and assessing customer needs. To champion…
Added 12 mins ago
Customer Service Associate (Fixed Term)
IB
DC
The role of the Customer Service Associate is to provide a professional service to members of the IB Community, managing inquiries, identifying, and assessing customer needs. To champion…
Added 12 mins ago
Teller
Columbia Bank
Hayden, ID
…401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental…
Added 13 mins ago
Computer User Support Specialist, Senior
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Saint Louis, MO
Provides on-site technical support and assistance by deploying to client program field offices for IT infrastructure and end-user device wellness checks. Conducts network performance…
Added 16 mins ago
HH
Part-time Behavior Technician (RBT) - Harrisburg, PA
Helping Hands Family
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- Part-time
» Accurately collect behavior data and collaborate with your team to support each child's progress.
Added 18 mins ago
Business Development Associate -Technology Banking
JPMC page
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…new clients to the firm, this role as a Business Development Associate is for…
Added 18 mins ago
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Logistics Specialist, Lead
Booz Allen Hamilton
Colorado Springs, CO
- $86,800 to $198,000 USD / year
…real-world needs into technical specifications and requisite product support makes you an integral part of delivering a client-driven logistics engineering…

Edelman Financial Engines, LLC

Client Service Associate

Alexandria, VA, United States

$54,000 - $71,000 USD

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Job details

Pay: $54,000 - $71,000 USD
Posting language: English
Posted: Nov 10, 2026

Original job description

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 a 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 below. 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.

Pay Range

$54,000 - $71,000 USD

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 by Barron’s as 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, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and 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 visit EdelmanFinancialEngines.com.

© 2026 Edelman 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 services provided on an educational and guidance basis only. Results are not guaranteed.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this 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 are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.

1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but 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 a precombination ranking of 12th.

2 Edelman Financial Engines data, as of September 30, 2025

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More about this job

Skills

Deliver outstanding service
Communication skills
Regulatory compliance
Securities
Critical thinking
Attention to detail
Multitasking
Adapt to change
Cope with challenging demands
Confidentiality
Compensation and benefits

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