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Urgent! Client Service Associate Job Opening In Overland Park – Now Hiring Edelman Financial Engines

Client Service Associate



Job description

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.
  • Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed.
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented.
  • Requirements: 
  • 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.
  • Position requires a high level of confidentiality.
  • Edelman Financial Engines takes a market-based approach to pay.

    The expected base salary range for this role nationally is $50,000 - $65,000.

    However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.

    Additionally, 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.


    Required Skill Profession

    Information And Record Clerks



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      Unlock Your Client Service Potential: Insight & Career Growth Guide


    • Real-time Client Service Jobs Trends in Overland Park, United States (Graphical Representation)

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      An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Edelman Financial Engines adheres to the cultural norms as outlined by Expertini.

      The fundamental ethical values are:
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      • 2. Loyalty
      • 3. Impartiality
      • 4. Integrity
      • 5. Accountability
      • 6. Respect for human rights
      • 7. Obeying United States laws and regulations
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    • Interview Tips for Client Service Associate Job Success
      Edelman Financial Engines interview tips for Client Service Associate

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      Before the Interview:
      • Research: Learn about the Edelman Financial Engines's mission, values, products, and the specific job requirements and get further information about
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      • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
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      Final Thought:

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