Client Service Associate

Edelman Financial Engines•Chesterfield, MO

12d

About The Position

As a member of the Client Services team at Edelman Financial Engines, the Client Service Associate partners with a Financial Planner to provide a high level of customer service. The role supports and strengthens client relationships, handles related administrative functions, and helps deliver financial services informed by an understanding of clients’ needs and goals. The position requires financial services experience, strong client service and communication skills, and a good understanding of finance. Edelman Financial Engines is a financial planning and investment advice firm founded in 1986. It serves more than 1.27 million clients through 140+ offices nationwide and manages over $324 billion in assets. The company describes its culture through its CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.

Requirements

Two years of relevant experience in a Registered Investment Advisor or Broker/Dealer environment is preferred.
A good understanding of finance and investment markets/securities.
Critical thinking, attention to detail, and multitasking skills.
Ability to adapt to changes in the work environment and handle challenging demands, frequent changes, delays, or unexpected events.
Ability to maintain a high level of confidentiality.

Nice To Haves

Bachelor’s degree or equivalent experience preferred.
Two years of relevant experience in a Registered Investment Advisor or Broker/Dealer environment preferred.

Responsibilities

Coordinate client meetings, including greeting clients, preparing for appointments, and supporting completion of required paperwork.
Supervise client account activity and research and resolve issues.
Prepare and review new account paperwork to ensure documents are complete and in good order.
Verify that accounts are traded into the accurate model and assist operations teams as needed.
Supervise incoming rollovers, other investment funding, and transfers to ensure applicable accounts have moved.
Document client achievements and other relevant data in systems to support future client interactions.
Maintain risk awareness and compliance; identify problems promptly and resolve them in alignment with standard resolution policy, established corporate processes, and regulatory procedures.
Support firm initiatives, assist with company-wide projects and activities, and attend functions as needed.
Participate in projects, task forces, councils, and product rollouts to ensure the Client Service Associate perspective is represented.