Intern, Employer Solutions Job at Edelman Financial Engines, LLC, Boston, MA

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  • Edelman Financial Engines, LLC
  • Boston, MA

Job Description

Intern – Employer Solutions

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.

As a Shared Service Intern on the Employer Services team, you’ll work with us to help with reporting, as well as documentation and refinement of processes to help us best serve our customers.

We are looking for someone who is highly organized and has a passion for process improvements to help our team effectively serve our clients. If you are methodical and have a knack for organization, this may be the opportunity for you!

Responsibilities:

  • Support Employer Services relationships by working with sponsor teams.
  • Clean-up and organize Salesforce to better utilize for reporting.
  • Assist with assembling and sending employer reports.
  • Review and quality check data used in our internal systems for services deployment.

Requirements:

  • Rising Sophomore or Junior
  • Experience using Salesforce or other CRM systems.
  • Strong Communication Skills.
  • Strong Organizational skills
  • Experience with Excel.

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's with 145+ offices across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.

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 .

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