Edelman Financial Engines Careers - Client Service Associate, Shared Support Team

Edelman Financial Engines

Remote, US
Base: $60,000 - $75,000; bonus: annual target cash...
Remote
2+ years ria or broker/dealer experience
Strong understanding of finance and securities
High level of confidentiality and compliance awareness
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 all paperwork meets regulatory standards.
  • The position offers a competitive base salary range of $60,000 - $75,000 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: $60,000 - $75,000; Bonus: Annual target cash bonus plus contribution-based incentives; Benefits: Not specified

Skills & Requirements

Must-have

  • 2+ years RIA or Broker/Dealer experience
  • Strong understanding of finance and securities
  • High level of confidentiality and compliance awareness

Nice-to-have

  • Outstanding client service and communication skills
  • Critical thinking and multi-tasking abilities
  • Adaptability to frequent changes and delays

Key Requirements

  • Bachelor's degree or equivalent experience preferred
  • Registered Investment Advisor or Broker/Dealer background
  • Ability to maintain strict confidentiality

Work Rights

Not specified

Tailored Resume

Cover Letter