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Customer Service Representative

3 weeks ago

Uniondale, New York, United States Edelman Financial Engines Full time

About the Job

We are seeking a highly skilled Client Service Associate to join our team. In this role, you will provide exceptional customer service to our clients, including coordinating meetings, servicing account activity, and maintaining risk awareness and compliance.

Responsibilities

  • Partner with financial planners to deliver exceptional client service
  • Coordinate client meetings and appointments
  • Prepare and review new account paperwork
  • Verify accounts and aid operation teams as needed

Requirements

  • Relevant experience in the financial services industry (two years or more)
  • Good understanding of finance and investment markets/securities
  • Critical thinking, attention to detail, and multi-tasking skills

Compensation and Benefits

We offer a competitive compensation package, including a base salary range of $57,000 - $72,000, as well as benefits such as health, dental, and 401(k) contributions.

About Our Company

Edelman Financial Engines is a leading provider of financial planning and investment advice. We are committed to delivering exceptional results and building long-term relationships with our clients.