Jobs in Melbourne, FL

About the role

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.

What you'll bring

• 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.
• 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.
• However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
• This role also offers the ability to earn additional cash bonuses for your contributions throughout the year.
• These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team’s growth and performance.
• Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role.
• Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
• The expected base salary range for this role nationally is below.