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Financial Services Financial Analyst

Client Services Specialist - Financial Planning Support

Job in Oakbrook Terrace, DuPage County, Illinois, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Service Associate in Oakbrook Terrace, Illinois, to deliver excellent customer service and support for Financial Planners. The ideal candidate should have at least two years of experience in a relevant field, understand finance and investment markets, and excel at multitasking and critical thinking. This role includes coordinating client meetings, supervising accounts, and maintaining compliance.

A competitive salary of $50,000 - $65,000 along with benefits is offered.
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