Financial Services Coordinator

2 days ago


Costa Mesa, California, United States Edelman Financial Engines Full time

**Overview**

We are seeking a highly skilled Financial Services Coordinator to join our team at Edelman Financial Engines. As a key member of our Client Services team, you will play a pivotal role in providing exceptional customer service to our clients.

**Responsibilities**

  • Coordinate client meetings, including greeting clients 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.

**Requirements**

  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
  • Bachelor's degree or equivalent experience preferred.
  • Critical thinking, attention to detail, and multi-tasking skills required.

**Compensation**

The estimated salary for this role is $60,000 - $75,000 per year, depending on location and qualifications. This figure includes an estimated base salary range of $50,000 - $65,000 and potential bonuses based on performance.



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