Account Services Specialist

Edelman Financial Engines

25d•$42,000 - $56,000•Remote

About The Position

Account Services Specialist (Remote) 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 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 investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As an Account Services Specialist on the Client Operations – Account Services Team, you’ll play a pivotal role by reviewing and ensuring clients have the proper documentation and forms on file to open investment accounts. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents; For this Account Services Specialist role, we need someone with proven attention to detail and initiative to help advance a personalized, relationship-driven experience for each client. If you go the extra mile to help clients and empower others with information, this may be an ideal match for you!

Requirements

High level of discretion and professionalism in handling sensitive and confidential information; confidentiality must be maintained at all times.
Basic understanding of SEC regulations relevant to investment advisory operations.
Excellent organizational abilities, with strong attention to detail and consistent follow-through.
Strong interpersonal and communication skills, with the ability to collaborate effectively with Client Service Teams.
Minimum of 1 years of experience in the financial services industry, specifically within a registered investment advisor environment.
Bachelor’s degree preferred

Responsibilities

Monitor and manage incoming fax communications, ensuring timely distribution to the appropriate individuals or team members.
Review new account setup data to ensure accuracy, proper documentation, and alignment across internal systems and platforms.
Enter new account information into the EFE client trading and reporting system.
Account maintenance for existing accounts (Address Change, Name Change, Planner Change, and Re-registrations)
Conduct program migrations and conversions, ensuring account attributes remain consistent across internal systems.
Act as a liaison between custodians and Planning Teams to address inquiries, resolve issues, and implement necessary corrections.
Perform basic account audits to verify accurate setup within the Managed Services Platform (MSP).
Respond to inquiries and provide support via the department hotline, offering clear and timely feedback.
Perform additional duties and support special projects as assigned.
Strong problem-solving skills, with the ability to capture and interpret information effectively and resolve issues promptly.