Client Service Associate

Client Service Associate

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved and invested represents a lifetime of hard work and aspirations, and we are committed to managing our clients’ investments by truly understanding them as people first and delivering advice, strategies, and solutions that help them feel confident about their plans for today, tomorrow, and the unknown future.

Our goal is to build long‑term relationships based on respect, integrity, and a belief that we have a responsibility to help people make smart investment decisions at every stage of their lives.

Our culture is grounded in our core values:
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and each other. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.

• Coordinate client meetings, including greeting clients, preparing appointments, and supporting the completion of required paperwork.
• Supervise client account activity, researching and resolving issues.
• Prepare and review all new account paperwork to ensure documents are complete and in good order.
• Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure all applicable accounts are moved.
• Document key client achievements and other relevant data into systems that will assist in future client interactions.
• Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures.
• Support the firm’s initiatives, assist with any company‑wide projects and activities, and attend functions as needed.
• Participate in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
• Bachelor’s degree or equivalent experience preferred.
• Good understanding of finance and investment markets/securities.
• Critical thinking, attention to detail, and multi‑tasking skills required.
• Able to adapt to changes in the work environment, handle challenging demands, and work with frequent change, delays, or unexpected events.

The expected base salary range for this role nationally is $50,000 - $65,000. Final base pay will be determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 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.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.

If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HR

Edelman Financial Engines is an equal opportunity employer and encourages applicants from all backgrounds to apply.