Client Service Associate

Client Service Associate - Roseville, CA - Hybrid

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.

As a member of 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.

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

• 2+ 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
• Position requires a high level of confidentiality

Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $54,000 - $75,000. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

About Edelman Financial Engines:
Since 1984, we have been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. We are America’s top independent financial planning and investment advisory firm.

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

Accommodations can be provided to enable full participation in the hiring process. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or HR