Client Service Associate

The role

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

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 attend functions as needed

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

Benefits

• discretionary bonus
• health plans
• dental plans
• wellness plans
• 401(k) contributions

About the company

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