Client Service Associate, Shared Support Team

Client Service Associate, Shared Support Team

Join Edelman Financial Engines as a Client Service Associate in our Shared Support Team. This role supports our financial planners by delivering high‑quality customer service and administrative support to clients.

We are committed to guiding people with the financial advice they need to thrive. Our culture is built on Client First, One Team, Respectful Candor, and Endless Curiosity.

• Coordinate client meetings, including greeting clients, appointment preparation, and supporting completion of required paperwork.
• Supervise client account activity, research and resolve issues.
• Prepare and review all new account paperwork to ensure completeness and compliance.
• Verify accounts are traded into the accurate model and assist operation teams as needed; supervise rollovers, investments, and transfers to ensure accounts are moved correctly.
• Document key client achievements and other data into systems for future interactions.
• Maintain risk awareness and compliance; identify problems in a timely manner following policy and regulatory procedures.
• Support firm initiatives, assist with company‑wide projects, and attend functions as needed.
• Participate in projects, task forces, councils, and product rollouts to ensure the CSA voice is represented.

• 2+ years of experience in a Registered Investment Advisor or Broker/Dealer environment (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.
• Ability to adapt to changes in the work environment and handle challenging demands.
• Ability to maintain a high level of confidentiality.

The expected base salary range for this role nationally is $50,000–$65,000. Additional compensation may include discretionary bonus, health, dental, and 401(k) benefits.

We are an equal‑opportunity employer. If you need accommodations during the hiring process, please contact the recruiter.