Is Edelman Financial Engines a good company to work for as a Client Service Associate?

Client Service Associate professionals working at Edelman Financial Engines have rated their employer with 3.6 out of 5 stars in 39 Glassdoor reviews. This is a higher than average score with the overall rating of Edelman Financial Engines employees being 3.4 out of 5 stars. Search open Client Service Associate Jobs at Edelman Financial Engines now and start preparing for your job interview by browsing frequently asked Client Service Associate interview questions at Edelman Financial Engines .

Does Edelman Financial Engines pay Client Service Associate employees well?

Client Service Associate professionals rate their compensation and benefits at Edelman Financial Engines with 3.8 out of 5 stars based on 39 anonymously submitted employee reviews. This is 11.1% better than the company average rating for salary and benefits. Find out more about Client Service Associate salaries at Edelman Financial Engines.

How happy are Client Service Associate professionals working at Edelman Financial Engines?

79% of Client Service Associate employees at Edelman Financial Engines would recommend their employer to a friend. This rating has increased by 97% in the past 12 months. Client Service Associate professionals have also rated Edelman Financial Engines with a 4.7 rating for work-life-balance, 4.8 rating for diversity and inclusion, 4.4 rating for culture and values and 3.7 rating for career opportunities.

What are the top reviewed jobs at Edelman Financial Engines?

Client Service Associate (39) , Investment Advisor (19) , Software Engineer (12) , Financial Advisor (11) , Investment Advisor Representative (11) , Senior Software Engineer (11) , Financial Planner (7) , CSA (6) , Executive Assistant (6) , Manager (6) , Client Services Manager (5) , Marketing (5) , CSA - Customer Service Associate (4) , Director (4) , Engineer (4)

What are the pros of working at Edelman Financial Engines according to real employee reviews?

"Great people and very smart." ((in 49 reviews)); "Benefits are great." ((in 45 reviews)); "Great culture and always innovating." ((in 40 reviews)); "The work life balance is good" ((in 31 reviews)); "Interesting work, great product, team" ((in 13 reviews))

What are the cons of working at Edelman Financial Engines according to real employee reviews?

"Abusive senior leadership that chooses to engage in tirades." ((in 19 reviews)); "I had 4 managers in 13 months, their lousy phone system going down/disconnecting on clients only impacts you (not your target), getting pulled on inbound support to maintain contract compliance re: hold times." ((in 15 reviews)); "Upper management is clueless." ((in 9 reviews)); "Layoffs are frequent." ((in 5 reviews)); "Culture, company outlook, communication, professional development" ((in 4 reviews))

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Edelman Financial Engines

Edelman Financial Engines Client Service Associate reviews

3.6

79% would recommend to a friend

(39 total reviews)

Ralph Haberli

100% approve of CEO

71% positive business outlook

Ratings by category

4.8

Diversity & inclusion

4.7

Work/Life balance

4.4

Culture & values

4.1

Senior management

3.8

Compensation and benefits

3.7

Career opportunities

Client Service Associate employees have rated Edelman Financial Engines with 3.6 out of 5 stars, based on 39 company reviews on Glassdoor. This indicates that most Client Service Associate professionals have a good working experience there. Edelman Financial Engines is rated in line with the average (within 1 standard deviation) by Client Service Associate professionals compared to other employers within the Financial Services industry (3.7 stars).

Ratings by demographic groups

Race / Ethnicity

Gender

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Reviews by job title

39 reviews

5.0

Aug 22, 2022

Better than most firms

Client service associate

Recommend

CEO approval

Business Outlook

Pros

Great work environment, very flexible hybrid work schedule.

Cons

Periods of heavier workloads, the pay does not necessarily match the responsibility.

4.0

Jul 8, 2022

Ok

Client service associate

Recommend

CEO approval

Business Outlook

Pros

It is a great opportunity to meet clients and other professionals. Helping people with their financial choices

Cons

Fast paced, overworked. Too quick training and too much information

5.0

Jun 1, 2022

The place to start your planning career

Client service associate

Recommend

CEO approval

Business Outlook

Pros

Only worked here 2 months and can already tell this was one of the best companies I could have started my financial planning career with!

Cons

Training could be a little bit more - although they do have you shadow for a while after training so not that big of a deal.

Viewing 19 - 21 of 39 Reviews

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Client Service Associate

Client Service Associate

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Edelman Financial Engines reviews FAQs

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Edelman Financial Engines

Edelman Financial Engines Client Service Associate reviews

Ratings by category

Ratings by demographic groups

Reviews by job title

Better than most firms

Ok

The place to start your planning career

Jobs at Edelman Financial Engines

Edelman Financial Engines reviews FAQs

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