Edelman Financial Engines jobs

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CLIENT SERVICE ASSOCIATE

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 ac...

CompanyEdelman Financial Engines
AddressRoseville, CA
CategoryRetail
Salary$70.7K - $89.6K a year
Date Posted 2 weeks ago See detail

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

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 ac...

Senior Analyst, Workplace Pricing

Edelman Financial Engines

Boston, MA

Provide distribution teams with pricing strategy and solutions to improve profitability and drive revenue growth. Partner with business unit leaders to identify opportunities and provide analytics necessary to run and optimize the...

Client Service Associate

Edelman Financial Engines

Burlington, MA

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...

Client Service Associate

Edelman Financial Engines

Florida, United States

$66.8K - $84.5K a year

Support a group of planners in various locations to coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researchin...