Edelman Financial Engines Careers - Client Service Associate

Edelman Financial Engines

Remote, US
Base: $50,000 - $65,000; bonus: annual target cash...
Remote
Two years ria or broker/dealer experience
Good understanding of finance and securities
Critical thinking and attention to detail
The role involves partnering with Financial Planners to provide high-level customer service and build long-term client relationships

Job Summary

  • The role involves partnering with Financial Planners to provide high-level customer service and build long-term client relationships.
  • Responsibilities include coordinating client meetings, supervising account activity, and ensuring compliance with regulatory procedures.
  • The company offers a competitive base salary ranging from $50,000 to $65,000 plus annual target cash bonuses based on individual and team performance.

Matching Summary

The role involves partnering with Financial Planners to provide high-level customer service and build long-term client relationships.

Salary

Base: $50,000 - $65,000; Bonus: Annual target cash bonus plus additional contribution bonuses; Benefits: Not specified

Skills & Requirements

Must-have

  • Two years RIA or Broker/Dealer experience
  • Good understanding of finance and securities
  • Critical thinking and attention to detail

Nice-to-have

  • Outstanding client service skills
  • Strong communication abilities
  • Ability to adapt to frequent change

Key Requirements

  • Bachelor's degree preferred
  • Registered Investment Advisor or Broker/Dealer experience
  • Knowledge of investment markets and securities

Work Rights

Not specified

Tailored Resume

Cover Letter