Overview
Client Service Associate Jobs in City of White Plains, USA at Edelman Financial Engines
Location: City of White Plains
Client Service Associate
As a member of the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner to deliver a high level of customer service to our clients.
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 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 the Client Service Associate 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.
Compensation & Benefits
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $59,000 – $82,000. Final base pay will be determined by responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. In addition to a competitive base salary, you will be eligible for an annual target cash bonus and the opportunity to earn additional performance bonuses based on your contributions throughout the year, including client acquisition, relationship strengthening, and team growth.
Legal
Notice
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, marital, domestic partner or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or emailing talentacquisitio
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Title: Client Service Associate
Company: Edelman Financial Engines
Location: City of White Plains, USA
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