At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. Were moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As an Executive Client Service Associate, you will be part of the Client Services Team and provide full support to an Executive Director Planner within the firm, ensuring and enhancing client satisfaction thru direct contact with clients, custodians, and other operational employees.
We are looking for service professional with strong financial services industry experience to help us deliver superior service by building and nurturing the client relationship, as well as performing all related administrative functions. If you have exceptional client service, ability to adapt to various planner needs, strong multitasking abilities, communication skills, with a good understanding of finance, this may be the opportunity for you!
Responsibilities:
Advanced ability to work with an Executive Director specifically with a large practice, handling multiple priorities and a high level of expertise in service transactions.
Experience in interacting with affluent clients and working through complex financial transactions including; including estate transfers, cost basis calculations, etc. Understanding of RMD / Tax implications and impact to client relationships.
Ability to evaluate a clients financial situation review statements, research documents and identify potential gaps in a portfolio for an Executive Director.
Work independently with other service providers (CPAs, Estate Attorneys, etc.) to resolve complex client issues.
Responsible for cultivating deeper relationships with clients and engaging with them on both a reactive and proactive basis
Assist prospects and clients to handle all necessary onboarding paperwork and/or ancillary forms.
Monitor client account activity, researching and resolving issues
Verify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected
Maintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures
Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented, as needed
Ability to provide mentorship and training to other CSAs
Requirements:
Minimum of 3+ years of related industry experience (Registered Investment Advisor or Broker/Dealer)
Bachelors degree or equivalent industry experience preferred
Works autonomously within established procedures and practices
Good understanding of finance and investment markets/securities
Exceptional client service skills, phone/video meeting etiquette and ability to communicate effectively
Critical thinking, attention to detail, and multi-tasking skills required
Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays, or unexpected events
Works well under pressure and in a fast-paced environment
Position requires a high level of confidentiality
CRPC and/or Series 65 strongly recommended
Reference : Client Service Associate jobs
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