At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
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.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $42,000 - $56,000. 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
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. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 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.
© 2026 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. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
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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 efetalentacquisition@edelmanfinancialengines.com.
