Client Services Associate - Financial Advisor Support

Benjamin F. Edwards; Northfield (NJ); On-site; USD 40,281 - 50,337; Full time

Job summary

Benjamin F. Edwards in Northfield is looking for a Registered Financial Client Associate to provide administrative support to Financial Advisors. Duties include assisting with client inquiries, managing paperwork, and maintaining client accounts.

The ideal candidate will have a Bachelor’s Degree and at least 2 years of experience in financial services, and must hold Series 7 and Series 63/65 or Series 66 licenses.

This is an equal opportunity position with a pay range of $29.24 to $36.54 per hour.

Qualifications

• Experienced in administrative support for client accounts.
• Able to manage tasks in a fast-paced environment.
• Knowledgeable about financial services regulations.

Responsibilities

• Provide client service related to account requests.
• Assist with opening new accounts for clients.
• Maintain files in accordance with firm guidelines.

Skills

Proficient in Microsoft Office Suite

Detail-oriented

Strong organizational skills

Ability to prioritize

Team player

Excellent communicator

Discretion with confidential information

Education

Bachelor’s Degree or equivalent work experience

2+ years work experience in financial services

Job description

Benjamin F. Edwards in Northfield is looking for a Registered Financial Client Associate to provide administrative support to Financial Advisors. Duties include assisting with client inquiries, managing paperwork, and maintaining client accounts.

The ideal candidate will have a Bachelor’s Degree and at least 2 years of experience in financial services, and must hold Series 7 and Series 63/65 or Series 66 licenses.

This is an equal opportunity position with a pay range of $29.24 to $36.54 per hour.