Service Delivery Coordinator

6 days ago


Chandler, Arizona, United States Edelman Financial Engines Full time

About the Position

We are seeking a skilled Service Delivery Coordinator to join our team at Edelman Financial Engines. In this role, you will have the opportunity to work closely with financial planners, building strong relationships with clients and delivering exceptional service.

Key Responsibilities

  • Coordinate client meetings, ensuring smooth preparation and execution.
  • Supervise client account activity, resolving issues promptly and effectively.
  • Prepare and review new account paperwork, verifying accuracy and completeness.
  • Document key client achievements and relevant data for future interactions.
  • Maintain risk awareness and compliance, identifying problems and implementing standard resolution policies.

Requirements

  • Two years of relevant experience in the financial services industry is preferred.
  • Bachelor's degree or equivalent experience is highly valued.
  • Critical thinking, attention to detail, and multi-tasking skills are essential.
  • Able to adapt to changes in the work environment and handle challenging demands.
  • Position requires a high level of confidentiality.

Compensation

The estimated salary range for this role is $55,000 - $70,000 per annum, based on national averages and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, including a discretionary bonus, health, dental, and wellness plans, and 401(k) contributions.

About Us

Edelman Financial Engines has been committed to acting in the best interests of our clients since 1986. We believe that all investors deserve access to personal, comprehensive financial planning and investment advice. As America's top independent financial planning and investment advisory firm, we have 143+ offices across the country and manage over $300 billion in assets for 1.3 million clients.



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