Client Services Associate: Financial Planning Support

Edelman Financial Engines, LLC; Phoenix (AZ); On-site; USD 49,000 - 65,000; Full time

Job summary

Edelman Financial Engines is seeking a Client Services team member to partner with Financial Planners and deliver high-level service to clients. You will coordinate meetings, prepare paperwork, supervise account activity, and ensure accuracy across transfers and funding.

Two years of relevant experience and a Bachelor’s degree are preferred, with a solid understanding of finance and investments. A confidential approach and strong communication are essential for success in this role.

Qualifications

• Two years of relevant experience in financial services or a Registered Investment Advisor/Broker-Dealer setting preferred.
• Bachelor’s degree or equivalent experience preferred.
• Good understanding of finance and investment markets/securities.

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.

Skills

Finance knowledge

Attention to detail

Multi-tasking

Confidentiality

Education

Bachelor's degree or equivalent experience

Job description

Edelman Financial Engines is seeking a Client Services team member to partner with Financial Planners and deliver high-level service to clients. You will coordinate meetings, prepare paperwork, supervise account activity, and ensure accuracy across transfers and funding.

Two years of relevant experience and a Bachelor’s degree are preferred, with a solid understanding of finance and investments. A confidential approach and strong communication are essential for success in this role.