Client Services Specialist: Financial Planning

Edelman Financial Engines, LLC; Walnut Creek (CA); On-site; USD 75,000 - 85,000; Full time

Job summary

Edelman Financial Engines is seeking a Client Services team member to deliver high-level client service, coordinate meetings, and oversee account activity. The role focuses on maintaining confidentiality while supporting financial planning objectives and investment strategy understanding.

The ideal candidate has 2+ years in financial services, a bachelor’s degree, and strong communication skills to build lasting client relationships and ensure accurate paperwork and compliant processes.

Qualifications

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) 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.
• High level of confidentiality 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

Finance knowledge

Attention to detail

Adaptability

Confidentiality

Education

Bachelor's degree

Job description

Edelman Financial Engines is seeking a Client Services team member to deliver high-level client service, coordinate meetings, and oversee account activity. The role focuses on maintaining confidentiality while supporting financial planning objectives and investment strategy understanding.

The ideal candidate has 2+ years in financial services, a bachelor’s degree, and strong communication skills to build lasting client relationships and ensure accurate paperwork and compliant processes.