Client Service Associate

Edelman Financial Services
Bethesda, MD
Mar 17, 2017
Mar 21, 2017
Accountant, IT
Full Time
Edelman Financial Services, one of the nation s largest and most well-known financial planning firms, is seeking a skilledClient Service Associate for our Bethesda, MD 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: Executing investment buy and/or sell orders Analyzing reports to determine appropriate action to be taken on behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office General office managementRequirements: 2-5 years of operational experience within the financial services industry Bachelor s Degree preferred Series 6 or 7, and 63 (or 66) required, or must be obtained within 6 months from start of employment 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: EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial has an employment at-will policy.

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