Client-Focused Financial Services Associate

Benjamin F Edwards & Co; Leawood (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Paid time off

Job summary

Benjamin F. Edwards & Co. in Leawood, KS seeks a Registered Financial Client Associate to provide essential administrative support to Financial Advisors and maintain client accounts, ensuring a seamless client experience.

You will handle client service tasks, deposits, wires, account openings, scheduling, and daily reporting, while collaborating closely with Advisors and branch staff to resolve issues and maintain compliance.

Qualifications

• Bachelor’s Degree or equivalent work experience is required.
• 2+ years work experience in financial services is required.

Responsibilities

• Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.
• Provide quotes and other account-related information to assist clients.
• Enter orders from clients and/or on behalf of the Financial Advisor(s).
• Assist Financial Advisor(s) with opening new accounts and sending required documents to clients.
• Interact daily with clients by phone and in person to respond to inquiries and schedule appointments.
• Research and resolve account problems and missing documents; identify errors and initiate corrective actions.
• Create and review daily client reports for Financial Advisor(s).
• Act as liaison between the Branch and Home Office for projects and issues.

Skills

Detail oriented

Multitasking

Communication skills

Team player

Discretion handling confidential info

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

Job description

Benjamin F. Edwards & Co. in Leawood, KS seeks a Registered Financial Client Associate to provide essential administrative support to Financial Advisors and maintain client accounts, ensuring a seamless client experience.

You will handle client service tasks, deposits, wires, account openings, scheduling, and daily reporting, while collaborating closely with Advisors and branch staff to resolve issues and maintain compliance.