Client Service Associate
Description
Client Service Associate
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals.
Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow.
Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo.
We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions.
If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!
Responsibilities :
- Coordinate client meetings, including greeting clients, appointment preparation, 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 that all applicable accounts 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.
- Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.
- Assisting all client requests and deliver exceptional quality service.
Requirements :
- Two years of relevant experience in client service or client facing role (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.
- Position requires a high level of confidentiality
Associate Director, Private Wealth Client Services
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Cresset offers individuals and families access to a comprehensive suite of family office s...
Client Service Associate
Growing RIA firm needs Client Service Associate. CSA will complete all client service requests, which includes but isn’t limited to, new account set up, account updates, asset movement, reporting, back office system maintenance and ad hoc requests and projects. Trains existing and new staff on proce...
Associate Director, Private Wealth Client Services
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Cresset offers individuals and families access to a comprehensive suite of family office s...
Client Service Associate Lead
The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by side with our internal client service team members and the clients. Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. The firm was founde...
Courtesy Posting: Associate Ombudsman – Client Services Analyst, Office of Colorado’s Child Protection Ombudsman
This position sits within the seven-person Client Services Team and reports to the Director of Client Services and the Ombudsman. We are looking for a person who values public services and has a strong desire to help meet the needs of CPO clients. The qualified applicant must be passionate about pro...
Client Services Associate (41803)
Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. In North ...
PWM Registered Client Service Associate**
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. PWM Registered Client Service Associate**. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, p...
Client Service Associate
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Client Service Associate
Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking process which may include: Open new accounts Money movement requests Account transfer submission Address changes Client distributions and RMD’s Client contributions and deposit Ge...
PWM Registered Client Service Associate**
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...