Client Service Associate

Client Service Associate As part of the Client Services team, you will partner with the Financial Planner to provide high‑level customer service to our clients, supporting their investments and ensuring outstanding client experience. 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 all applicable accounts move correctly. 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. Participate in projects, task forces, councils, and product rollouts to ensure CSA voice is represented. Requirements 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. Salary: $54,000 – $71,000 annually (base) plus target cash bonus and potential additional bonuses based on performance and client acquisition. Bonus details discussed during interview. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process to enable full participation. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or emailing View email address on click.appcast.io. #J-18808-Ljbffr