Account Services Specialist

Account Services Specialist (Remote)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As an Account Services Specialist on the Client Operations – Account Services Team, you’ll play a pivotal role by reviewing and ensuring clients have the proper documentation and forms on file to open investment accounts.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents; For this Account Services Specialist role, we need someone with proven attention to detail and initiative to help advance a personalized, relationship-driven experience for each client.

If you go the extra mile to help clients and empower others with information, this may be an ideal match for you!

Responsibilities:

• Monitor and manage incoming fax communications, ensuring timely distribution to the appropriate individuals or team members.

• Review new account setup data to ensure accuracy, proper documentation, and alignment across internal systems and platforms.
• Enter new account information into the EFE client trading and reporting system.
• Account maintenance for existing accounts (Address Change, Name Change, Planner Change, and Re-registrations)
• Conduct program migrations and conversions, ensuring account attributes remain consistent across internal systems.
• Act as a liaison between custodians and Planning Teams to address inquiries, resolve issues, and implement necessary corrections.
• Perform basic account audits to verify accurate setup within the Managed Services Platform (MSP).
• Respond to inquiries and provide support via the department hotline, offering clear and timely feedback.
• Perform additional duties and support special projects as assigned.
• Strong problem-solving skills, with the ability to capture and interpret information effectively and resolve issues promptly.

Requirements:

• High level of discretion and professionalism in handling sensitive and confidential information; confidentiality must be maintained at all times.

• Basic understanding of SEC regulations relevant to investment advisory operations.
• Excellent organizational abilities, with strong attention to detail and consistent follow-through.
• Strong interpersonal and communication skills, with the ability to collaborate effectively with Client Service Teams. 
• Minimum of 1 years of experience in the financial services industry, specifically within a registered investment advisor environment.
• Bachelor’s degree preferred

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $42,500-$56,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

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