Client Service Associate

The role

You will partner with a Financial Planner to provide customer service to clients. You will perform administrative functions and build client relationships.

What you will do

• Coordinate client meetings, including greeting clients and appointment preparation
• Support the completion of required paperwork
• Supervise client account activity, researching and resolving issues
• Prepare and review all new account paperwork
• Verify accounts are traded into the accurate model
• Aid operation teams as needed
• Supervise incoming rollovers, investment funding, and transfers
• Document key client achievements and data into systems
• Maintain risk awareness and compliance
• Support firm initiatives and company-wide projects

Required qualifications

• Good understanding of finance and investment markets/securities
• Critical thinking, attention to detail, and multi-tasking skills
• 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

Nice to have

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer)
• Bachelor’s degree or equivalent experience

About the company

Edelman Financial Engines has been committed to acting in the best interests of its clients since 1986. The firm supports more than 1.27 million clients across 140+ offices nationwide.