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.

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.