Client Success Onboarding Specialist

Edelman Financial Engines; United States; Hybrid; USD 67,000 - 93,000; Full time

Job summary

Edelman Financial Engines seeks a Client Services professional to partner with Financial Planners, delivering high-quality client service and managing related administrative tasks. You will help build and support client relationships, while handling confidential information with discretion in a fast-paced environment.

Two years of financial services experience and a bachelor’s degree are preferred. The role involves meeting coordination, account activity oversight, and ensuring proper paperwork

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.
• Able to adapt to changes in the work environment and handle unexpected events.
• Position requires a high level of confidentiality.

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

Communication skills

Confidentiality

Adaptability

Education

Bachelor’s degree or equivalent experience

Job description

Edelman Financial Engines seeks a Client Services professional to partner with Financial Planners, delivering high-quality client service and managing related administrative tasks. You will help build and support client relationships, while handling confidential information with discretion in a fast-paced environment.

Two years of financial services experience and a bachelor’s degree are preferred. The role involves meeting coordination, account activity oversight, and ensuring proper paperwork