Client Service Associate

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe every dollar saved and invested represents a lifetime of hard work and aspirations, and we are committed to managing our clients’ investments with a deep understanding of them as people.

Since 1986, EFE has been committed to acting in the best interests of our clients. We offer comprehensive financial planning and investment advice to all investors, not just the wealthy, and we manage over $324 billion in assets with more than 1.27 million clients across 140+ offices nationwide.

• 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 applicable accounts are 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.
• Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed.
• Participate in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.

• Two years of relevant experience (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.
• Must handle confidential information with a high level of discretion.

Pay Range: $50,000 – $65,000 USD (nationally). In addition to a competitive base salary, you will be eligible for an annual target cash bonus and additional cash bonuses for contributions throughout the year. Bonus amounts are determined by individual contributions and team results.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or by email at efetalentacquisitio

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital status, domestic partner or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

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