Trading and Billing Specialist - Client Operations Team

Corporate Support Phoenix, Arizona Kansas City, Missouri


Description

At Edelman Financial Engines, 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—not just the wealthy, 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 a Trading and Billing Specialist on the Client Operations team, you’ll play a pivotal role by supporting all operational needs to manage and monitor members of our Managed Accounts program.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. The Trading Specialist role needs someone with proven attention to detail and new ideas.  The ideal candidate will function independently at a high level to help us maintain operational integrity, accelerate our focus on innovation and support our best-in-class Registered Investment Advisory services. If you are a self- starter, accountable, results-driven, solution-oriented, and a strong teammate, this may be an ideal match for you!

 As a Trading and Billing Specialist on the Client Operations team, you’ll complete Managed Account portfolio rebalance cycles, resolve exceptions impacting client accounts, and work closely with internal and external business partners.

Daily activities include but are not limited to; weekly transaction cycles with 401K Plan Sponsors, maintain operational oversight of managed account clients and fee collection process. Ideal candidates must be a self-starter and be able to excel in a fast-paced team-oriented environment.

Responsibilities:

  • Execute and monitor daily/weekly operational processes for Recordkeeping partners, ensuring program integrity and execution quality through review and analysis.
  • Work cross-functionally to ensure timely reconciliation and resolution of participant-related issues.
  • Identify and track until resolution any issues or errors identified through exceptions management.
  • Communicate in an accurate and timely manner with both internal and external partners.
  • Support monthly and quarterly team billing processes.

Requirements:

  • Excellent problem-solving skills with the ability to work in a deadline driven environment.
  • Demonstrate consistent success in delivering impeccable customer service.
  • Highly organized with attention to detail.
  • Bachelor's degree preferred or 1 – 2 years of financial services experience.
  • Proficiency in Excel required.


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, as recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $291 billion in assets.3 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, visit www.EdelmanFinancialEngines.com

© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.

For California residents, please see the link for thePrivacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Data Privacy Team (703) 234-2622 or [email protected] with any questions.  

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.

1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. 

2 Data as of Dec. 31, 2021.

3 Data as of Dec. 31, 2021.