Client Service Associate

Edelman Financial Engines; Walnut Creek (CA); Hybrid; USD 54,000 - 71,000; Full time

Job summary

Join a leading financial company as a Client Service Associate, playing a key role in customer service and administrative support. Leverage your experience in finance to build client relationships and ensure smooth operations. Enjoy a hybrid work environment and a competitive salary with additional benefits.

Benefits

Bonuses

Health and dental plans

Wellness plans

401(k)

Qualifications

• Two years of relevant experience preferred.
• Good understanding of finance and investment markets.
• High level of confidentiality required.

Responsibilities

• Coordinate client meetings and support completion of paperwork.
• Supervise client account activity and resolve issues.
• Maintain risk awareness and compliance with corporate processes.

Skills

Client service

Communication

Critical thinking

Attention to detail

Multi-tasking

Education

Bachelor’s degree or equivalent experience

Job description

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Client Service Associate - Walnut Creek CA-Hybrid

At Edelman Financial Engines, 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 compassion, integrity, and invention. We uphold that same standard of respect and dedication 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 a member of 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 are 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
• Participate in projects, task forces, councils, and product rollouts to ensure the 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

Edelman Financial Engines offers a market-based salary, with an expected base range of $54,000 - $71,000, depending on responsibilities, skills, experience, location, and market conditions. Additional benefits may include bonuses, health and dental plans, wellness plans, and 401(k). Your recruiter can provide more details about specific benefits.

Since 1986, Edelman Financial Engines has been committed to acting in the best interests of clients, providing comprehensive financial planning and investment advice accessible to all investors. Recognized as America’s top independent financial planning and investment advisory firm, we combine advanced methodology and proprietary technology with personal financial planning to deliver tailored solutions.

For more information, visit EdelmanFinancialEngines.com.

This job is active and accepting applications.