Trading Specialist

5 days ago


Phoenix, Arizona, United States Edelman Financial Engines Full time
About the Role

We are seeking a highly skilled Trading Specialist to join our Client Operations team at Edelman Financial Engines. As a key member of our team, you will play a pivotal role in supporting all operational needs to manage and monitor our Managed Accounts program members.

Key Responsibilities
  • Complete and monitor daily/weekly operational processes for Recordkeeping partners, ensuring program integrity and execution quality through review and analysis.
  • Work cross-functionally to ensure timely reconciliation and resolution of participant-related issues.
  • Identify and track until resolution of any issues or errors identified through exception management.
  • Communicate in an accurate and timely manner with both internal and external partners.
  • Support monthly and quarterly team billing processes.
Requirements
  • Excellent problem-solving & critical thinking skills with the ability to work in a fast-paced environment.
  • Demonstrate consistent success in delivering impeccable customer service.
  • Highly organized with attention to detail.
  • Bachelor's degree or equivalent preferred or 1 - 2 years of financial services experience.
  • Proficiency in Excel is required.
About Us

Edelman Financial Engines is a leading financial services company that has been committed to always acting in the best interests of our clients since 1986. 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's with 145+ offices across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.

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.


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