Client Service Associate

Edelman Financial Engines, LLC•Alexandria, VA

7h•$54,000 - $71,000

About The Position

At Edelman Financial Engines (EFE), the purpose is to guide people with the financial advice they need to thrive. The company manages clients’ investments by understanding them as people and delivering advice, strategies, and solutions to help them feel confident about plans for today and the future. Its culture is grounded in the CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. As a member of the Client Services team, the Client Service Associate partners with a Financial Planner to provide a high level of customer service. The role builds and encourages client relationships and performs related administrative functions. The position calls for financial services experience, strong client service and communication skills, and a good understanding of finance.

Requirements

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

Nice To Haves

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

Responsibilities

Coordinate client meetings, including greeting clients, preparing for appointments, and supporting completion of required paperwork.
Monitor client account activity and research and resolve issues.
Prepare and review new account paperwork to ensure documents are complete and in good order.
Verify accounts are traded into the accurate model and assist operations teams as needed; monitor incoming rollovers, other investment funding, and transfers to ensure applicable accounts have moved.
Document key client achievements and other relevant data in systems to support future client interactions.
Maintain risk awareness and compliance; identify problems in a timely manner and follow 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.