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Intern, Client Assistance Team Technician

Intern – Client Assistance Team Technician

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 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, 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.

Everything we do is focused on the Client and our goal is to deliver the best possible client experience. This starts with how we interact and engage with people but carries over to how we connect clients to the support they need. This role will offer the opportunity to help us resolve how we continue to improve that client experience, through data analysis, working directly with CAT specialists and listening to the voice of our clients.

As a Technician on the Client Assistance Team (CAT), you’ll play a pivotal role by providing support and insights into service delivery provided by CAT Specialists. You will work with both internal and external-facing systems to assess the service and experience quality, for the crucial purpose of elevating the support experience. We will count on you to say what needs to be said in order to figure it out.

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 Technician role, we are seeking a candidate with proven client service ability, as well as demonstrable empathy and high attention to detail to help advance our end client experience. If you are a motivated problem-solver, this may be an opportunity for you!

Responsibilities:

Analyze client support interactions (tickets, chats, phone conversations), to assess service quality as well as challenges and areas for improvement for the client experience.
Review reporting and present statistical insights regarding issue trends and client pain-points.
Utilize and review internal systems (Salesforce, Financial Planning Tool, etc.) to research individual client/prospect data.
Build resolution plans for identified problem areas and develop workstreams to deliver solutions.
Collaborate with internal and external partners to build sustainable, long-term improvements.

Requirements:

Must be a Rising Sophomore/Junior
Majors Desired: Business, Data Analytics, Finance, Communications, Project Management (A plus if you have had some customer/client interaction experience)
Salesforce experience or ability to learn Salesforce functionality and other internal client facing platforms.
Highly proficient with Excel and data analysis
Position requires high level of responsibility regarding confidential information; must be trusted with discretionary access to sensitive and/or confidential client information.
Strong communication skills – verbal and written, with excellent grammar and spelling.

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's¹ with 145+ offices² across the country and entrusted by 1.3 million clients to manage more than $245 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, please visit EdelmanFinancialEngines.com.

© 2023 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. AM2789819

For California residents, please see the link for the Privacy 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.

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 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

² Edelman Financial Engines data, as of Dec. 31, 2022.

³ Edelman Financial Engines data, as of Sep. 30, 2023.

By Edelman Financial Engines

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward. We were founded on the belief that everyone deserves access to financial help delivered in their best interests – alw...

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FUNDING

Public

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT

Early

INDUSTRY

Investment & Asset Management

TEAM SIZE