Client Service Associate (San Antonio, TX)Permanent
Texas, San Antonio - 78259Job Simplification
The announced job offer is made public by the firm: Edelman Financial Engines and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.
It is announced that they have a job offer at the category of Array and the jobs location is in the state of Texas at the city San Antonio, in the country US - at this current ZipCode: 78259
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Job Overview
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.
Looking to make a career change in 2023? Apply now and we will add you to our priority candidate list. We know you have career choices. Thank you for your interest in Edelman Financial Engines!
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 empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone-not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our 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 proven experience to help us deliver outstanding service by building and nurturing the client relationship, as well as performing all related administrative functions. If you have exceptional 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 correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected
Document key client milestones and other meaningful data into systems that will assist in future client interactions
Maintain risk awareness and compliance; identify problems in a timely manner while complying 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 industry 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 competing demands and work with frequent change, delays, or unexpected events
Position requires a high level of confidentiality
About Edelman Financial Engines
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. Today, we are America's top independent financial planning and investment advisory firm, as recognized by Barron's,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $291 billion in assets.3 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.
1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Data as of Dec. 31, 2021.
3 Data as of Dec. 31, 2021.
Looking to make a career change in 2023? Apply now and we will add you to our priority candidate list. We know you have career choices. Thank you for your interest in Edelman Financial Engines!
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 empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone-not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our 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 proven experience to help us deliver outstanding service by building and nurturing the client relationship, as well as performing all related administrative functions. If you have exceptional 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 correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected
Document key client milestones and other meaningful data into systems that will assist in future client interactions
Maintain risk awareness and compliance; identify problems in a timely manner while complying 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 industry 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 competing demands and work with frequent change, delays, or unexpected events
Position requires a high level of confidentiality
About Edelman Financial Engines
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. Today, we are America's top independent financial planning and investment advisory firm, as recognized by Barron's,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $291 billion in assets.3 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.
1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Data as of Dec. 31, 2021.
3 Data as of Dec. 31, 2021.
Employer Overview
Edelman Financial Engines
Texas, San Antonio - 78259- Agency