Client Service Associate/Receptionist

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 compassion, integrity, and invention. We uphold that same standard of respect and dedication 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 passionate dedication inspires you, we invite you to consider joining our team.

As a Client Service Associate on the Retirement Services team, you’ll play a pivotal role by performing customer service and receptionist functions in our Providence, Rhode Island Office. As the first point of contact for our business, you will play a crucial role in creating a welcoming atmosphere for clients, manage administrative tasks and support our wealth planner, and other senior members of our team.

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 Client Service Associate role, we are seeking a candidate with proven customer service, reception and administration experience. If you are an individual with strong organizational and communication skills who can work in a team environment with excellent interpersonal skills this may be the opportunity for you!

Responsibilities:

• Greet and welcome clients and visitors with professionalism and warmth
• Answer and direct phone calls, take messages, and handle inquiries
• Schedule and confirm client appointments for wealth planners
• Maintain a tidy and organized reception area and conference rooms
• Assist with administrative tasks such as filing, data entry, and document preparation
• Manage incoming and outgoing mail, packages, and correspondence
• Ensure client confidentiality and compliance with firm policies
• Provide light support with office supplies, event coordination, and special projects
• Handle and track distributions/loan transactions
• Monitor incoming Service-related email

Requirements:

• Previous experience in a receptionist or administrative role, preferably in a financial or professional services setting
• Knowledge in the Retirement Planning Services Industry
• Excellent communication and interpersonal skills
• Strong organizational abilities and attention to detail
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and office management software
• Ability to multitask and prioritize tasks in a fast-paced environment
• Professional demeanor and ability to maintain confidentiality

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $44,800 - $59,700. 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

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143 offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit: Edelmanfinancialengines.com

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the

top mega RIA.2 Edelman Financial Engines data, as of Septem

ber 30, 2024.