Account Services Specialist

Edelman Financial Engines; United States; Remote; USD 42,000 - 57,000; Full time

Job summary

Edelman Financial Engines is seeking an Account Services Specialist who will play a vital role in ensuring client accounts are set up correctly. This remote position requires strong attention to detail and the ability to communicate effectively with financial teams. Candidates should have at least one year of experience in the financial services industry, as well as a Bachelor's degree preference.

Benefits

Discretionary Bonus

Health and Dental Plans

401(k) Contributions

Qualifications

• Minimum 1 year experience in financial services, ideally in a registered investment advisor environment.
• Basic understanding of SEC regulations.
• High discretion in handling confidential information.

Responsibilities

• Monitor and manage incoming fax communications.
• Review new account setup data for accuracy.
• Conduct basic account audits to verify accurate setups.

Skills

Attention to Detail

Problem Solving

Interpersonal Skills

Organizational Abilities

Education

Bachelor’s Degree

Job description

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Description

Account Services Specialist (Remote)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

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!

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.
  
  

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
  
  

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $42,500-$56,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, 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.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

2024 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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