Client-Centric Financial Support Specialist

Benjamin F Edwards & Co; Rome (GA); On-site; USD 40,000 - 62,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Life insurance

Disability insurance

Paid time off

Job summary

Benjamin F. Edwards is seeking a Full Time Branch Support professional in Rome, GA to provide essential client service and support to Financial Advisors and clients.

Responsibilities include account opening, maintenance, document handling, client inquiries, and calendar coordination to ensure a seamless client experience. The role requires strong MS Office skills, the ability to learn Pershing/NetX360, Salesforce, Orion and MoneyGuidePro, and a Bachelor’s degree with at least 1 year in client

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 1+ year of work experience in client services, preferably within the financial industry.
• Proficient experience with Microsoft Office Suite and ability to learn other software and technology.

Responsibilities

• Serve as primary point of contact for clients and provide high level support; respond to inquiries and ensure timely resolution.
• Assist Financial Advisor(s) with opening new accounts and sending required documents to clients.
• Research and resolve account problems and missing documents; identify errors and initiate corrective measures.
• Create and review daily client reports and presentations for client meetings and for Financial Advisor(s).
• Assist in financial planning by entering client data in MoneyGuidePro and walking clients through setup options.
• Coordinate scheduling, documentation, and correspondence; support branch/back-office tasks.
• Act as liaison between Branch and Home Office for projects and issues.

Skills

MS Office

Customer service

Communication

Multi-tasking

Time management

Detail oriented

Education

Bachelor’s Degree

Equivalent work experience

Tools

Pershing/NetX360

Salesforce

Orion

MoneyGuidePro

Job description

Benjamin F. Edwards is seeking a Full Time Branch Support professional in Rome, GA to provide essential client service and support to Financial Advisors and clients.

Responsibilities include account opening, maintenance, document handling, client inquiries, and calendar coordination to ensure a seamless client experience. The role requires strong MS Office skills, the ability to learn Pershing/NetX360, Salesforce, Orion and MoneyGuidePro, and a Bachelor’s degree with at least 1 year in client