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Client Services Administrator
Financial Engines
Madison, WI, United States
Job Details - this job has expired, please see similar jobs below
Are you the kind of person who likes helping people reach their personal goals and accomplish their dreams?
Are you motivated by a fast paced environment and a tight-knit team?
Do you have a place for everything and everything is in its place?
That’s you? Great! Keep reading please…
Financial Engines is looking for an exceptional client support individual to become the next dynamic partner to our Madison Advisor Center!
At Financial Engines, we want to take the stress out of financial planning and allow people to focus on the important things in life, like family and personal dreams. You would be the “go to” person for our clients and the glue that holds the team together. If you could make a wall smile and you find sunshine on every cloudy day, we really want you to keep reading!
So, tell me, what would an exceptional Client Service Administrator do each day?
(We’re so glad you asked!)
• Utilize your highly skilled, Jedi professionalism to communicate with our clients via all platforms
• Ignite the turbo when communicating with clients, vendors, advisors and headquarters
• Establish phenomenal, unrivaled relationships with all of our awesome clients
• Schedule & prepare mind-blowing client and new prospect meetings
• Use necessary ninja moves to meet all appropriate deadlines
• Become a mastermind of account types and the basic IRS rules that govern them
• Pride yourself on the accuracy of processing daily money movements within client accounts
• Know the Ins & Outs Client Management Systems – Track yourself, so you don’t wreck yourself!
• Be the wing person for the advisor for ticket reconciliation & placing trades
• Use your rock star initiative to complete other tasks as called upon
And, what experience do I need to get you to call me?
• 1-2 years of financial industry and/or mutual fund experience would be helpful
• Prior client-facing or client support work
• Bachelor’s degree in a related field or you could have a good amount of relevant work experience
• Proficiency in Microsoft Office products (Outlook, Word, Excel)
• Ability and/or desire to achieve advisory licensing in future – we’d like to invest in you too!
• Experience with Schwab or other investment software (It could be your secret weapon!)
About Financial Engines:
Financial Engines is America’s largest independent investment advisor. We help people make the most of their retirement assets by providing professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist Bill Sharpe. Today, we offer retirement help to more than nine million employees across 600+ companies nationwide (including 144 of the Fortune 500). Our investment methodology, combined with powerful online services, dedicated advisor center and personal attention allow us to help more Americans get on the path to a secure retirement. For more information, visit www.financialengines.com.
Financial Engines is an Equal Opportunity Employer (EOE).
Join us now, it will be one of the best decisions you will ever make!
EOE/M/F/D/V