Intern, Client Assistance Team Technician

1 week ago

Overland Park, United States Financial Engines Full time

Intern - Client Assistance Team Technician

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.

Everything we do is focused on the Client and our goal is to deliver the best possible client experience. This starts with how we interact and engage with people but carries over to how we connect clients to the support they need. This role will offer the opportunity to help us resolve how we continue to improve that client experience, through data analysis, working directly with CAT specialists and listening to the voice of our clients.

As a Technician on the Client Assistance Team (CAT), you'll play a pivotal role by providing support and insights into service delivery provided by CAT Specialists. You will work with both internal and external-facing systems to assess the service and experience quality, for the crucial purpose of elevating the support experience. We will count on you to say what needs to be said in order to figure it out.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Technician role, we are seeking a candidate with proven client service ability, as well as demonstrable empathy and high attention to detail to help advance our end client experience. If you are a motivated problem-solver, this may be an opportunity for you

Responsibilities:

* Analyze client support interactions (tickets, chats, phone conversations), to assess service quality as well as challenges and areas for improvement for the client experience.
* Review reporting and present statistical insights regarding issue trends and client pain-points.
* Utilize and review internal systems (Salesforce, Financial Planning Tool, etc.) to research individual client/prospect data.
* Build resolution plans for identified problem areas and develop workstreams to deliver solutions.
* Collaborate with internal and external partners to build sustainable, long-term improvements.

Requirements:

* Must be a Rising Sophomore/Junior
* Majors Desired: Business, Data Analytics, Finance, Communications, Project Management (A plus if you have had some customer/client interaction experience)
* Salesforce experience or ability to learn Salesforce functionality and other internal client facing platforms.
* Highly proficient with Excel and data analysis
* Position requires high level of responsibility regarding confidential information; must be trusted with discretionary access to sensitive and/or confidential client information.
* Strong communication skills - verbal and written, with excellent grammar and spelling.

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 EdelmanFinancialEngines.com.

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 EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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 HRQ@EdelmanFinancialEngines.com.

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.

  • The Collab Team | Investor Concierge

    3 weeks ago

    overland park, United States The Collab Team Full time

    Job Title: Investor Concierge / Sales AssociateLocation: Overland Park, KS. Reports To: Sales ManagerDepartment: Customer ExperienceRole Overview:Investor Concierge / Sales AssociateAre you passionate about building meaningful relationships and providing a seamless investor experience? Do you excel in communication, attention to detail, and moving deals...

  • Intern

    3 weeks ago

    Overland Park, United States GAI Consultants Inc. Full time

    DescriptionGAI is seeking an electrical engineering student intern to join our Power Delivery team, to gain relevant skills and experience in Power Delivery Engineering. Required skills include critical thinking, problem-solving, organization, team focus, and eagerness to apply learned engineering principles to solve real-life problems. This is a temporary...

  • Client Service Coordinator

    5 months ago

    Overland Park, United States BluePearl Full time

    **B** **l** **uePearl** **Pet Hospital** **is** **hiring for a** **Client Service Coordinator!** + Are you an excellent customer service professional? + Do you offer guidance, comfort, and support? + Are you looking for an opportunity to work with some of the greatest veterinary medicine professionals? If you are seeking an opportunity with a team that...

  • Senior Network Technician

    2 months ago

    overland park, United States Brooksource Full time

    Our Fortune 100 telecom client is hiring a Senior Network Technician to join their Business Operations Surveillance Support team. In this role you will act as a subject matter expert in complex telecommunications networks and processes. You’re required to be knowledgeable in advanced remote network surveillance and first tier troubleshooting as well as...

  • Senior Network Technician

    2 months ago

    overland park, United States Brooksource Full time

    Our Fortune 100 telecom client is hiring a Senior Network Technician to join their Business Operations Surveillance Support team. In this role you will act as a subject matter expert in complex telecommunications networks and processes. You’re required to be knowledgeable in advanced remote network surveillance and first tier troubleshooting as well as...

  • Senior Network Technician

    5 months ago

    Overland Park, United States Brooksource Full time

    Our Fortune 100 telecom client is hiring a Senior Network Technician to join their Business Operations Surveillance Support team. In this role you will act as a subject matter expert in complex telecommunications networks and processes. You’re required to be knowledgeable in advanced remote network surveillance and first tier troubleshooting as well as...

  • Civil Engineer Intern

    2 weeks ago

    Overland Park, Kansas, United States OWN Full time

    {"Responsibilities": "We are seeking a talented and motivated individual to join our team as a Civil Engineering Intern. The intern will assist with permit applications, contribute to the planning phase of projects, and collaborate with the team in the design process. The intern will also aid in performing calculations related to project specifications,...

  • International Recruiter

    3 weeks ago

    Overland Park, United States Espirita Full time

    The International Recruiter works to identify, recruit, and screen potential Nurses for specific clients within the International Nursing Division—A part of Acacium Group. The Talent professional must be experienced with full-cycle clinical recruitment and must be available to work onsite in Overland Park.Our International Nursing Division works with...

  • International Recruiter

    3 weeks ago

    Overland Park, United States Espirita Full time

    The International Recruiter works to identify, recruit, and screen potential Nurses for specific clients within the International Nursing Division—A part of Acacium Group. The Talent professional must be experienced with full-cycle clinical recruitment and must be available to work onsite in Overland Park.Our International Nursing Division works with...

  • Sales Intern

    3 weeks ago

    Overland Park, United States Echo Global Logistics Full time

    The world of transportation has never been more dynamic. If you‘re the type of person who craves opportunity and challenge in a supportive and collaborative setting, you belong here. The Echo Trailblazers internship gives you the confidence, community, and communication skills needed to forge a new path. As a member of the Echo Global Logistics team,...

  • Client Services Representative I

    3 months ago

    Overland Park, United States Allied National Inc Full time

    PURPOSE: The purpose of the Client Services Representative is to apply the knowledge of Allied's products, the Certificates of Insurance, the computer system and company procedures and philosophies along with judgment, in providing service to agents, insureds, providers, and other outside sources on both a pro-active and responsive basis. The CSR will work...

  • Investor Concierge

    3 weeks ago

    Overland Park, United States The Collab Team Full time

    Job Title: Investor Concierge / Sales AssociateLocation: Overland Park, KS. Reports To: Sales ManagerDepartment: Customer ExperienceRole Overview:Investor Concierge / Sales AssociateAre you passionate about building meaningful relationships and providing a seamless investor experience? Do you excel in communication, attention to detail, and moving deals...

  • Helpdesk Technician

    4 days ago

    Overland Park, United States AppleOne Full time

    Job DescriptionJob DescriptionWe are seeking a motivated help desk technician to join our team. Responsibilities: Troubleshoot and resolve technical issues via phone, chat, and email for network, software, hardware, and internet-related problems. Provide remote support for end-users, diagnosing and solving tier one and two issues. Assist in configuring...

  • Administrative Assistant

    2 weeks ago

    Overland Park, United States MarksNelson LLC Full time

    Provide administrative support to ensure efficient operation of the departmentResponsible for onboarding new clients and inputting new clients and projects into operating systems.Check the mail system periodically throughout the day for new assessments notices, tax bills, return forms, and other property tax correspondence that will be processed into the...

  • Marketing Agency Account Manager

    1 week ago

    Overland Park, Kansas, United States Art of Dental Marketing Full time

    Job Title: Marketing Agency Account Manager - Client Growth ExpertAbout Us:The Art of Dental Marketing is a full-service marketing firm specializing in innovative solutions for dental clinicians across the US. Our mission is to connect patients with clinicians committed to delivering exceptional care.Job Description:This role involves developing long-term...

  • Digital Commerce Intern

    3 months ago

    Overland Park, United States Colgate-Palmolive Company Full time

    No Relocation Assistance Offered# 162801 - Overland Park, Kansas, United StatesWho We AreColgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all people, their pets and our planet. Focused on Oral Care, Personal Care, Home Care and Pet Nutrition, we sell our products in more than 200 countries and...

  • Legal Client Engagement Specialist

    1 week ago

    Villa Park, United States Driver Defense Team Full time

    About the RoleWe are seeking a skilled Legal Client Engagement Specialist to join our team at Driver Defense Team. As a key member of our intake process, you will play a critical role in guiding potential clients towards hiring our firm.This dynamic position requires a unique blend of legal expertise and sales skills. You will engage with individuals from...

  • Returning Human Resources Intern- For Current/Former HNTB Interns Only

    1 week ago

    Overland Park, United States HNTB Full time

    What We're Looking For For current/former HNTB interns only. At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting...

  • Safety Intern

    6 days ago

    Overland Park, United States Musselman & Hall Contractors Full time

    We are looking for an energetic and eager individual to join our Safety & Risk Management team for the summer! Throughout your internship, you will have the opportunity to immerse yourself in the diverse facets of construction, while contributing significantly to the Safety & Risk Management team. This experience promises not only exposure to the intricacies...

  • Senior Specialist Internal Education

    1 month ago

    Overland Park, United States Colgate-Palmolive Full time

    Relocation Assistance Offered Within Country Job Number #163563 - Overland Park, Kansas, United States Who We Are Colgate-Palmolive Company is a global consumer products company operating in over 200 countries specializing in Oral Care, Personal Care Education, Internal, Specialist, Senior, Intern, Training, Manufacturing, Business Services