Edelman Financial Services is one of the nation’s largest independent financial planning firms, managing more than $21.7 billion in assets for more than 35,000 families across the country. We take a goals-based approach to developing personalized, comprehensive financial plans.

Founded more than 30 years ago by industry leader Ric Edelman, three times named as the #1 Independent Financial Advisor in the nation by Barron’s and recently ranked as one of the Top Wealth Advisors in the country by Forbes — in addition to being a #1 New York Times bestselling author and 25-year host of the award-winning nationally syndicated radio talk show The Ric Edelman Show — we focus on making personal finance simpler, easier and more fun.

In addition to winning more than 100 business, advisory, communication and community service awards, Edelman Financial Services was named a Top Workplace by The Washington Post for three consecutive years (2016, 2015 and 2014).

To learn more, visit www.edelmanfinancial.com.
*Information current as of 9/17.

Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associate for our Dallas, TX 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 management

Requirements:

• 2-5 years minimum of operational experience within the financial services industry; specifically in a broker/dealer or registered investment advisor environment
• Series 6 or Series 7, and Series 63 (or equivalent) required; or must be obtained within 6 months from start of employment
• 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 EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.

If you are interested in an exciting career with Edelman Financial Services, apply to this job posting at: https://www.edelmanfinancial.com/careers