Client Service Associate

Edelman Financial Engines, LLC; Omaha (NE); On-site; USD 54,000 - 65,000; Full time

Job summary

Edelman Financial Engines, LLC in Omaha, NE seeks a Client Services Associate to support the Financial Planner by delivering high-level client service and accurate administrative support. You will coordinate meetings, prepare appointments, and help complete required paperwork to strengthen client relationships.

The role requires a bachelor’s degree or equivalent, two years of relevant experience, and a solid understanding of finance and investment markets.

Qualifications

• Two years of relevant experience preferred.
• Bachelor’s degree or equivalent experience preferred.
• Strong understanding of finance and investment markets/securities.
• Critical thinking and attention to detail required.
• Ability to adapt to changes and handle unexpected events.
• Position requires a high level of confidentiality.

Responsibilities

• Coordinate client meetings, greet clients, prepare appointments, and support paperwork.
• Supervise client account activity, research and resolve issues.
• Prepare and review all new account paperwork to ensure completeness and proper order.
• Verify accounts are traded into the correct model and assist with rollovers, funding, and transfers.
• Document key client achievements and relevant data in systems for future interactions.
• Maintain risk awareness and compliance; align with corporate policies and regulatory procedures.
• Support firm initiatives, assist with company-wide projects, attend functions as needed.
• Participate in projects, task forces, councils, and product rollouts to represent client service interests.

Skills

Client service

Finance knowledge

Attention to detail

Multitasking

Critical thinking

Confidentiality

Education

Bachelor's degree or equivalent

Job description

Client Services Associate – Client Services Team

As a member of the Client Services team, you will partner with the Financial Planner to provide high‑level customer service to our clients, strengthening and maintaining client relationships through proactive communication and administrative support.

Responsibilities

• Coordinate client meetings, greet clients, prepare appointments, and support the completion of required paperwork.
• Supervise client account activity, research and resolve issues.
• Prepare and review all new account paperwork to ensure completeness and proper order.
• Verify that accounts are traded into the accurate model, and assist operation teams with rollovers, funding, and transfers.
• Document key client achievements and relevant data in systems for future interactions.
• Maintain risk awareness and compliance; identify problems in a timely manner in alignment with corporate policies and regulatory procedures.
• Support firm initiatives, assist with company‑wide projects, attend functions as needed.
• Participate in projects, task forces, councils, and product rollouts to represent client service interests.

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 & Benefits

Pay Range: $54,000 – $65,000 USD per year (based on responsibilities, skills, experience, location, and market conditions). In addition to a competitive base salary, you will be eligible for an annual target cash bonus and discretionary bonuses for client introductions, strong client relationships, and team performance. Details on bonus structure will be discussed during the interview process and after hire.

Equal Opportunity Statement

Edelman Financial Engines encourages success based on individual merit 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 available to candidates with disabilities; please contact our talent acquisition team for assistance.