Client Success Associate - Financial Planning Support

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

Benefits offered by this job

Discretionary bonus

401(k) contributions

Job summary

Edelman Financial Engines, LLC is seeking aClient Services team member to deliver high-level service to clients and support financial planners. You will coordinate meetings, review paperwork, and monitor accounts, ensuring accuracy and compliance across trades, rollovers, and transfers.

The role requires understanding of finance and investment markets, plus strong detail orientation and multi-tasking. A professional with 2 years of relevant experience will thrive in a collaborative,

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.
• Ability to adapt to changes in the work environment and handle challenging demands.

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

Financial knowledge

Attention to detail

Multi-tasking

Critical thinking

Education

Bachelor's degree or equivalent experience

Job description

Edelman Financial Engines, LLC is seeking aClient Services team member to deliver high-level service to clients and support financial planners. You will coordinate meetings, review paperwork, and monitor accounts, ensuring accuracy and compliance across trades, rollovers, and transfers.

The role requires understanding of finance and investment markets, plus strong detail orientation and multi-tasking. A professional with 2 years of relevant experience will thrive in a collaborative,