New Client Development Sales Support Associate jobs in United States
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Edelman Financial Engines · 22 hours ago

New Client Development Sales Support Associate

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$64K/yr - $70K/yr
date2+ years exp

Edelman Financial Engines is dedicated to providing financial advice to help clients thrive. The New Client Development Sales Support Associate will support the management team and Sales Planners in delivering an excellent prospect-to-client experience by optimizing processes, performing quality control, and coordinating client meetings.

ConsultingFinancial ServicesPersonal FinanceRetirement

Responsibilities

Review onboarding cases and work with Sales Planner to correct issues or missing information
Create and update Salesforce dashboards to track individual and team production
Create and update daily/weekly/monthly production and metrics reporting for leadership and team distribution
Perform quality control for New Client Inflows (NCI) reporting and other key metrics reporting
Prepare quarterly payment reports for leadership approval
Assist with scheduled meeting planner reassignments due to misrouted sets, double bookings, PTO, STO, etc
Assist with rescheduling and placing calls to clients when Sales Planners are running long in another client meeting
Monitor inbox for urgent client emails when Sales Planners are out of the office
Triage permission and tech issues with Box, Record Center, DocuSign, FPT, prospect/client portal etc
Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed
Participation in projects, task forces, councils, and product rollouts as needed

Qualification

SalesforceCritical thinkingAttention to detailClient communicationMulti-taskingAdaptabilityConfidentiality

Required

2+ years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
Bachelor's degree preferred
Experience with or comfortable efficiently learning Salesforce and other software applications that are both proprietary and non-proprietary
Excellent communication skills
Critical thinking, attention to detail, and multi-tasking skills required
Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events
Position requires a high level of confidentiality

Benefits

Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions

Company

Edelman Financial Engines

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Glassdoor3.6
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Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
dateFounded in 1986
location
Boston, Massachusetts, USA
people-size1001-5000 employees
web-link
https://www.edelmanfinancialengines.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired

Leadership Team

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Ralph Haberli
Acting Chief Executive Officer
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Suzanne van Staveren
Executive Vice President and Chief Financial Officer
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Recent News

Business Wire
New research from Edelman Financial Engines explores “What Money Means”
2025-12-10
MarketScreener
Evolent Health Inc appoints Mario Ramos as CFO effective January 1, 2026 - SEC filing
2025-11-07
Morningstar.com
Edelman Financial Engines Announces Senior Leadership Changes
2025-10-15
Company data provided by crunchbase