Client Service Associate

Edelman Financial Engines, LLC; Melbourne (FL); On-site; USD 50,000 - 65,000; Full time

Job summary

Edelman Financial Engines is seeking a Client Services team member to deliver high level client service and maintain strong client relationships. You will partner with Financial Planners, handle account paperwork, and support daily administrative functions to ensure accurate and timely servicing of client portfolios.

Ideal candidates have 2+ years in financial services, a bachelor’s degree or equivalent experience, and a solid understanding of investment markets.

Qualifications

• Two years of relevant experience in a Registered Investment Advisor or Broker/Dealer is preferred.
• Bachelor’s degree or equivalent experience is preferred.
• Good understanding of finance and investment markets/securities.
• Strong attention to detail and multitasking abilities.
• Ability to adapt to changes and handle frequent disruptions.
• Position requires a high level of confidentiality.

Responsibilities

• Coordinate client meetings, including greeting clients, appointment preparation, and supporting paperwork.
• Supervise client account activity, researching and resolving issues.
• Prepare and review all new account paperwork to ensure documents are complete and in good order.
• Verify accounts are traded into the accurate model and aid operations with rollovers and transfers.
• Document key client achievements and data for future client interactions.
• Maintain risk awareness and compliance with policies and regulatory procedures.
• Support firm initiatives, participate in projects, and attend functions as needed.
• Represent CSA voice in projects, task forces, councils, and product rollouts.

Skills

Financial services experience

Customer service

Communication skills

Attention to detail

Critical thinking

Multi-tasking

Confidentiality

Education

Bachelor’s degree or equivalent experience

Job description

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 a 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 investment 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 on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.

We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!

Responsibilities

• Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
• Supervise client account activity, researching and resolving issues.
• Prepare and review all new account paperwork to ensure documents are complete and in good order.
• Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved.
• Document key client achievements and other relevant data into systems that will assist in future client interactions.
• Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.
• 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 to ensure CSA voice is represented.

Requirements

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
• Bachelor’s degree or equivalent experience preferred.
• Good understanding of finance and investment markets/securities.
• 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.

Compensation and Benefits

Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $50,000 - $65,000. Final base pay will be determined based on responsibilities, job‑related skills, relevant experience, geographic location and market conditions. In addition to a competitive base salary, you will be eligible for an annual target cash bonus and opportunities to earn additional bonuses for contributions throughout the year, including for introducing new clients to the firm, supporting strong client relationships, and contributing to your team’s growth and performance. Benefits include health, dental, and other wellness plans, as well as 401(k) contributions.

EEO Statement

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.

Disability Accommodation Statement

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 contacting your recruiter or sending an email to [e-mail].