Edelman Financial Engines Careers - Onboarding Specialist

Edelman Financial Engines

Remote, US
Base: $66,000 - $93,000; bonus: annual target cash...
Remote
Strong financial services industry experience
Experience with custodians and account opening
Ability to handle acats and rollovers
The role involves supporting multiple Financial Planners by ensuring superior client service through expert onboarding processes

Job Summary

  • The role involves supporting multiple Financial Planners by ensuring superior client service through expert onboarding processes.
  • Candidates will be responsible for preparing new account paperwork, monitoring trading platforms, and resolving asset transfer issues.
  • The position offers a competitive base salary range of $66,000 to $93,000 plus annual target cash bonuses based on performance.

Matching Summary

The role involves supporting multiple Financial Planners by ensuring superior client service through expert onboarding processes.

Salary

Base: $66,000 - $93,000; Bonus: Annual target cash bonus and additional contribution bonuses; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong financial services industry experience
  • Experience with custodians and account opening
  • Ability to handle ACATs and rollovers
  • High level of accuracy in paperwork
  • Knowledge of wealth management principles

Nice-to-have

  • Registered Investment Advisor or Broker/Dealer license
  • Bachelor's degree in business or finance
  • Exceptional client service skills
  • Strong multitasking abilities
  • Collaborative team player

Key Requirements

  • Three years of confirmed experience
  • Registered Investment Advisor or Broker/Dealer preferred
  • Bachelor's degree in business or financial field preferred

Work Rights

Not specified

Tailored Resume

Cover Letter