New Client Development Sales Support Associate

Edelman Financial Engines

6d•$64,200 - $70,300•Remote

About The Position

New Client Development Sales Support Associate (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 a member of the New Client Development team, you’ll play a pivotal role in supporting our New Client Development (NCD) management team and Sales Planners to help provide an excellent prospect-to-client experience. Our NCD team provides fiduciary advice with a specific focus on turning prospects into clients. We are looking for someone to help optimize process and reporting, perform quality control, coordinate client and prospect meetings, and perform related administrative functions. If you have a passion to help optimize processes and reporting, are detail oriented, and love being part of a team, then this is the opportunity for you!

Requirements

2+ years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
Bachelor’s degree preferred
Experience with or comfortable efficiently learning Salesforce and other software applications that are both proprietary and non-proprietary
Excellent communication skills
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

Responsibilities

Review onboarding cases and work with Sales Planner to correct issues or missing information
Create and update Salesforce dashboards to track individual and team production
Create and update daily/weekly/monthly production and metrics reporting for leadership and team distribution
Perform quality control for New Client Inflows (NCI) reporting and other key metrics reporting
Prepare quarterly payment reports for leadership approval
Assist with scheduled meeting planner reassignments due to misrouted sets, double bookings, PTO, STO, etc.
Assist with rescheduling and placing calls to clients when Sales Planners are running long in another client meeting
Monitor inbox for urgent client emails when Sales Planners are out of the office
Triage permission and tech issues with Box, Record Center, DocuSign, FPT, prospect/client portal etc.
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 as needed

Benefits

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume