Description
Client Service Associate
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
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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.
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. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!
Responsibilities:
- Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
- Supervise client account activity, researching and resolving issues.
- Prepare and review all new account paperwork to ensure documents are complete and in good order.
- Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved.
- Document key client achievements and other relevant data into systems that will assist in future client interactions.
- Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.
- Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.
- Assisting all client requests and deliver exceptional quality service.
Requirements:
- Two years of relevant experience in client service or client facing role (Registered Investment Advisor or Broker/Dealer) is preferred.
- Bachelor's degree or equivalent experience preferred.
- 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
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 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 advisory firm, recognized by Barron's1. with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial 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.
For more information, please visit EdelmanFinancialEngines.com.
© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.