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, LLC is hiring for a Client Services role within our Client Services team. You will partner with Financial Planners to deliver outstanding service and support client relationships, handling administrative tasks and meeting coordination.

Ideal candidates have 2+ years in financial services, a Bachelor’s degree or equivalent, and strong finance knowledge. You’ll thrive in a collaborative, confidential environment focused on helping clients achieve their financial goals.

Qualifications

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) preferred.
• Good understanding of finance and investment markets/securities.
• Critical thinking, attention to detail, and multi-tasking skills required.

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

Client service

Financial services

Investment knowledge

Attention to detail

Confidentiality

Education

Bachelor’s degree or equivalent experience

Job description

Edelman Financial Engines, LLC is hiring for a Client Services role within our Client Services team. You will partner with Financial Planners to deliver outstanding service and support client relationships, handling administrative tasks and meeting coordination.

Ideal candidates have 2+ years in financial services, a Bachelor’s degree or equivalent, and strong finance knowledge. You’ll thrive in a collaborative, confidential environment focused on helping clients achieve their financial goals.