Client Services Associate — Financial Planning Support

Edelman Financial Engines, LLC; San Diego (CA); Presencial; USD 75 000 - 85 000; Tempo integral

Resumo da oferta

Edelman Financial Engines, LLC is seeking a detail-oriented professional to coordinate client meetings, supervise account activity, and prepare all required new account paperwork. You will verify trades, supervise funding and transfers, and document key client data for future interactions.

Candidates should have two years of relevant experience (RIA or Broker/Dealer) and a bachelor’s degree or equivalent. The role emphasizes confidentiality and adherence to regulatory requirements in a dynamic

Qualificações

• 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.

Responsabilidades

• 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

Conhecimentos

Two years of relevant experience

Bachelor’s degree

Finance and investment knowledge

Critical thinking

Attention to detail

Adaptability

Confidentiality

Formação académica

Bachelor’s degree or equivalent experience

Descrição da oferta de emprego

Edelman Financial Engines, LLC is seeking a detail-oriented professional to coordinate client meetings, supervise account activity, and prepare all required new account paperwork. You will verify trades, supervise funding and transfers, and document key client data for future interactions.

Candidates should have two years of relevant experience (RIA or Broker/Dealer) and a bachelor’s degree or equivalent. The role emphasizes confidentiality and adherence to regulatory requirements in a dynamic