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Client Service Associate
Financial Engines
Woodland Hills, CA, United States
Job Details - this job has expired, please see similar jobs below
Edelman Financial Services and Financial Engines, is seeking a skilled Client Service Associate for our Woodland Hills, CA location. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering to regulatory standards.
Responsibilities:
• Analyzing reports to determine the appropriate action to be taken on behalf of client accounts
• Partnering with operations to execute investment trades
• Researching client issues
• Preparing client documents
• Maintaining files
• Greeting clients in the office
• General office management
Requirements:
• 2-5 years minimum of operational experience within the financial services industry; specifically in a broker/dealer or registered investment advisor environment
• Bachelor’s degree or equivalent industry experience preferred
• Must have strong organizational and prioritization skills
• Ability to work independently to research and resolve client issues
• Problem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures
• Must have an understanding of appropriate paperwork and procedures necessary to process transactions
• Client services oriented
• Strong attention to detail
• Must be computer literate and proficient with Windows, Word, and Excel
• Ability to multi-task
• Work both independently and within a team
For more information: www.edelmanfinancial.com & www.financialengines.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial and Financial Engines has an employment-at-will policy.