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Client Services Administrator
Financial Engines
Anaheim, CA, 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 Anaheim Advisor Center!
https://financialengines.com/financial-advisors/portland?utm_source=google&utm_medium=yext&utm_campaign=website-click
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
With roots in Silicon Valley, Financial Engines is the nation’s largest independent investment advisor. We believe that all Americans -- not just the wealthy -- should have access to high-quality, unbiased financial help and our client’s best interests should always come first. Today, more than 750 of the nation’s most respected employers trust Financial Engines to offer professional financial help to more than nine million employees nationwide.
For more information, visit www.financialengines.com.
All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines does not guarantee future results.
Join us now, it will be one of the best decisions you will ever make!
EOE/M/F/D/V