Internship - Client Services
Edelman Financial Engines is seeking a highly motivated individual to join its team as a Client Services Intern in Richmond, VA.
Responsibilities:
- Assist and administratively support Financial Planning Teams with client/paperwork issues to include preparing/processing paperwork and processing checks
- Provide excellent service and maintain client satisfaction
- Assist with general mailing and scanning procedures
- Assist with the pick-up and delivery of express mail services (USPS, UPS, etc.)
- Attend and assist with coordination of company seminars by registering attendees, ensuring necessary supplies are on hand, and set-up/tear-down is complete
- Assist with any company project or activity and attend functions as required
Requirements:
- Excellent communication and interpersonal skills
- Proficient with Microsoft Windows and Office
- Dependable/punctual
- Attention to detail
- Excellent organizational skills
- Ability to multi-task
- Adaptability — the individual adapts to changes in the work environment, manages competing demands, and is able to deal with frequent change, delays, or unexpected events
- Ability to work in a team environment is essential
- Ability to work independently on assigned tasks, as well as to accept direction on given assignments
Desired Major:
Business
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 American 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 advisor, recognized by both InvestmentNews[1] and Barron’s[2] with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated 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 EdelmanFinancialEngines.com and FinancialEngines.com.
© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.
1 Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).
2 The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
[1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.