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Client Services Specialist – Financial Planning

Job in Fairfax, Fairfax County, Virginia, 22032, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 54000 - 71000 USD Yearly USD 54000.00 71000.00 YEAR
Job Description & How to Apply Below
A financial planning firm is seeking a Client Service Associate to enhance client relationships and ensure outstanding service. Responsibilities include coordinating client meetings, supervising account activities, and maintaining compliance. Ideal candidates have at least two years of relevant experience and a strong understanding of finance. The role offers a competitive salary range of $54,000 to $71,000 and opportunities for additional compensation and benefits.
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