Client Services Associate – Financial Planning Support

Edelman Financial Engines; Indianapolis (IN); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual bonus opportunities

Job summary

Edelman Financial Engines is seeking candidates for a Client Services role to provide high-level service to clients and support financial planners. You will coordinate meetings, review paperwork, and monitor account activity while ensuring confidentiality and compliance.

The role requires two years of relevant financial services experience, a Bachelor’s degree or equivalent, and strong analytical and communication skills.

Qualifications

• 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.

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

Education

Bachelor’s degree or equivalent experience

Job description

Edelman Financial Engines is seeking candidates for a Client Services role to provide high-level service to clients and support financial planners. You will coordinate meetings, review paperwork, and monitor account activity while ensuring confidentiality and compliance.

The role requires two years of relevant financial services experience, a Bachelor’s degree or equivalent, and strong analytical and communication skills.