Client Service Associate (Anaheim, CA)

Client Service Associate (Anaheim, CA)


At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we’re growing our team so we can help more clients every day.

As a Client Service Associate on the Client Support team, you’ll provide full support to one or more Financial Planners, ensuring and enhancing client satisfaction through direct contact with clients, vendors, and other operational employees.

We are looking for someone who can adapt to changes in the work environment, manage competing demands has an attention to detail, and can multi-task in a team environment.

Responsibilities:

  • Coordinate client meetings, including assisting each Financial Planner with meeting preparation, and participation in client meetings
  • Provide superior client service by handling all incoming client requests
  • Prepare appointment documentation, review and mailing materials as requested by the Financial Planner
  • Monitor client account activity, research and resolve issues, and follow-through to ensure client’s needs are met
  • Prepare and review all new account paperwork to ensure documents are complete and in good order

 

Requirements:

  • 2-5 years of financial services industry experience, preferably with a Registered Investment Advisor or broker/dealer
  • Bachelor’s degree or equivalent industry experience preferred
  • Exceptional client service skills
  • Good understanding of finance and investment markets/securities
  • Must correlate industry-related paperwork with appropriate company procedure, to process necessary transactions and determine the next course of action
  • Must be computer literate and proficient with Windows, Excel, Outlook, and Word

 

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all American investors — not just the wealthy — deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews [1] and Barron’s [2] with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

 

Edelman Financial Engines is an Equal Opportunity Employer.

 

For more information, visit EdelmanFinancialEngines.com and FinancialEngines.com.

 

© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.

 

[1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);

 

[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth

 


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