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, appointment preparation, and supporting paperwork completion.
• 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.
• Document key client achievements and relevant data into systems.
• Maintain risk awareness and compliance.
• Support the firm's initiatives and assist with company-wide projects.
• Participate in projects, task forces, councils, and product rollouts.

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
• Other 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.