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Client Engagement Associate

2 months ago

Carlsbad, United States CFA Institute Full time

Position Type:
Regular

Your Opportunity

At CFA Institute, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance industry together.


As a Client Engagement Associate, you will have the chance to leverage your enthusiasm for customer service in a role that supports your professional growth within the financial services sector.

In this position, you will play a vital role in ensuring the operational success of our branch, working closely with your Client Relationship Manager and Branch Manager to provide an exceptional client experience.

Development and growth are central to this role. At CFA Institute, you will find a clear path for advancement and numerous opportunities to challenge yourself and enhance your expertise.

While licensing is not mandatory for this position, we will assist you in obtaining the necessary licenses if it aligns with your career aspirations.

If you are seeking an entry point into the financial services field that allows you to engage with clients, broaden your knowledge, and establish a long-term career, this could be the right opportunity for you.

What You Have

1+ years of experience in Client/Customer Service.

Preferred Qualifications:
Previous experience in Financial Services/Wealth Management or a closely related field.

While licensing is preferred, it is not a requirement for this role; CFA Institute will support employees in obtaining and/or maintaining the necessary licenses.

Strong ability to address client needs with professionalism and discretion.
Excellent written and verbal communication skills.
Proven ability to work independently and collaboratively as part of a team, managing multiple tasks and responsibilities effectively.
Capability to build and sustain positive cross-enterprise relationships.
Basic understanding of brokerage regulations and the rules governing client accounts.

May be required to become a Notary.

What's in it for You
At CFA Institute, we are dedicated to fostering our employees' personal and professional success.

Our supportive culture and emphasis on your development provide you with the resources needed to make a meaningful impact in the finance industry.


We offer a competitive benefits package that addresses your holistic needs - both now and in the future:401(k) with company match and Employee stock purchase plan.

Paid time off for vacation, community service, and a 28-day sabbatical after every five years of service for eligible positions.
Paid parental leave and family support benefits.
Tuition reimbursement.
Comprehensive health, dental, and vision insurance.

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