Client Service Associate

Client Service Shared Support Team

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.

As a member on the Client Service Shared Support Team (virtual or local location), you’ll play a pivotal role by partnering and providing support to multiple Financial Planners across the firmensuring and providing a high level of customer service to our clients.

We are looking for someone with strong 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 exceptional client service skills, ability to adapt to various planner needs, strong multitasking abilities, strong communication and relationship building skills, with a good understanding of finance,this may be the opportunity for you!

Responsibilities:

• Supervise client account activity, researching and resolving issues.
• Support a group of planners in various locations; Accurately and efficiently open client accounts, ensuring all paperwork is in good order. Monitor newly established accounts for accuracy and timeliness on the trading platform.
• 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.
• 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 in a fast- paced environment.

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.