Client Service Associate (Austin, TX)

Position Overview

Client Service Associate (Westminster, CO) – At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! As a key member of the Client Services team, you will partner with a Financial Planner to deliver outstanding client service, build strong client relationships, and handle essential administrative functions. If you have a good understanding of finance, excellent communication skills, and a passion for customer service, this role is for you.

Key Responsibilities

• Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
• Supervise client account activity by researching and resolving issues.
• Prepare and review all new account paperwork to ensure documents are complete and accurate.
• Verify that accounts are traded into the correct model and supervise incoming rollovers, investment funding, and transfers.
• Document key client achievements and record relevant data to assist in future interactions.
• Maintain risk awareness and compliance by identifying and escalating issues in line with company policy and regulatory procedures.
• Support firm initiatives, assist with company-wide projects, and participate in task forces, councils, and product rollouts to represent the CSA perspective.

Required Qualifications

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) 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.
• Able to adapt to changes, handle challenging demands, and work amid frequent changes or unexpected events.
• High level of confidentiality is required.

Benefits & Perks

• Compensation: Expected base salary range of $50,000 - $65,000 nationally, with final base pay determined based on responsibilities, skills, experience, location, and market conditions.
• Bonus: Eligibility for a discretionary bonus.
• Wellness: Health, dental, and other wellness plans are available.
• Retirement: 401(k) contributions offered.

Your recruiter will share more details about the specific benefits during the hiring process.