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 3.1 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 17.1% 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 4.8 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 51 reviews)); "Benefits are great." ((in 47 reviews)); "Great culture and always innovating." ((in 41 reviews)); "Good work life balance for all" ((in 30 reviews)); "Salary for product marketing seems competitive" ((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)); "In addition, there’s frequently mass layoffs, which brings morale and productivity down." ((in 6 reviews)); "401k match is low for the industry (3% if you contribute 6%)" ((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

72% positive business outlook

Ratings by category

4.8

Diversity & inclusion

4.8

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

Sexual orientation

Disability

Parent or family caregiver

Veteran status

Reviews by job title

39 reviews

2.0

Dec 8, 2023

If management can execute, this would be a much more efficient business

Client service associate

Recommend

CEO approval

Business Outlook

Pros

-depending on department and office , the people -benefits -new growth opps and pipelines -

Cons

-enormous product team that can't deliver -management can't budget properly -too many competing departments for budget -ill-prepared for acquisitions, tech capability is unable to support massive restructures

Edelman Financial Engines Response

We’re sorry to hear about your experiences at work here at EFE. We’re dedicated to creating a positive and supportive environment for all our colleagues, and we will take your comments under consideration.

3.0

Oct 14, 2023

Good to very poor

Client service associate

Recommend

CEO approval

Business Outlook

Pros

Benefits 5 weeks vacation good work hours

Cons

Working for a person who was difficult and a manager that lied as well as her manager Filed numerous complaints only to be ignored by human resources.

Edelman Financial Engines Response

We’re sorry to hear about your experiences at work here at EFE. We’re dedicated to creating a positive and supportive environment for all our colleagues, and will take your feedback under advisement.

5.0

Jul 31, 2023

Great company!

Client service associate

Recommend

CEO approval

Business Outlook

Pros

Great culture within Burlington office. Benefits and pay were good as well!

Cons

At least while I was there, there was no clear path upwards to become an advisor from my role.

Edelman Financial Engines Response

We’re thrilled that our employees exceeded your expectations! It’s wonderful to hear that our employees’ dedication and professionalism are noticed, and we’ll pass along your appreciation to the team!

Viewing 7 - 9 of 39 Reviews

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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

If management can execute, this would be a much more efficient business

Good to very poor

Great company!

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