Executive Client Service Associate

7 days ago

Fairfax Station, Virginia, United States Edelman Financial Engines Full time


Executive Client Service Associate (Fairfax, VA)

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. We're 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 client's 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)
  • Bachelor's 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

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit

2023 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See for patent information. AM

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

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 that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Sep. 30, 2023.

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