Client Service Associate Advisor
3 weeks ago
Overview
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. Our mission is to provide exceptional customer service and guidance to our clients.
Salary Range
The estimated salary for this role is $52,500 - $68,000 per year, based on national averages and industry standards.
Job Description
We are seeking a skilled Client Service Associate to join our team. As a key member of our Client Services department, you will play a vital role in providing top-notch customer service to our clients. Your responsibilities will include:
- Coordinating client meetings and appointments
- Servicing client account activity and resolving issues
- Preparing and reviewing new account paperwork
- Verifying accounts and aiding operation teams as needed
- Maintaining risk awareness and compliance
Requirements
To be successful in this role, you will need:
- Two years of relevant experience in the financial services industry
- A good understanding of finance and investment markets/securities
- Critical thinking, attention to detail, and multi-tasking skills
Benefits
We offer a competitive compensation package, including a base salary range of $52,500 - $68,000, as well as benefits such as health, dental, and 401(k) contributions.
About Us
Edelman Financial Engines is a leading provider of financial planning and investment advice. We are committed to always acting in the best interests of our clients and strive to deliver exceptional results.
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