Client Service Associate (Fairfax)
Edelman Financial, one of the nation’s largest and most well known financial planning firms, is seeking skilled Client Service Associate for our Fairfax, VA office.
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. Duties include: executing investment buy and/or sell orders, analyzing reports to determine appropriate action to be taken on behalf of client accounts, maintaining files, preparing client documents and researching client issues. The planning assistant is also responsible for greeting clients in the office and general office management.
2-5 years of operational experience within the financial services industry, Bachelor’s Degree preferred, Series 6, 7, 63 preferred.
The ideal candidate must be able to prioritize, to work independently to research and resolve client issues, and to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures. Additionally, the candidate must have an understanding of appropriate paperwork and procedures necessary to process transactions, have strong organizational and client services skills with a particular attention to detail, and must be computer literate and proficient with Windows, Word and Excel. The ideal candidate possesses the ability to multi-task, work both independently and within a team, and is comfortable exercising judgment and making decisions through situational evaluation.
If you are interested in an exciting career with Edelman Financial, please apply to this posting in our Career Center.
For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial has an employment at-will policy.