Financial Client Associate: Elevate Advisor Support

Benjamin F. Edwards; Wheaton (IL); On-site; USD 30,000 - 39,000; Full time

Job summary

Benjamin F. Edwards is seeking a Financial Client Associate to deliver high-quality client service under supervision for a team of Financial Advisors. You will handle account openings, document handling, and client inquiries, ensuring timely, accurate responses and professional interactions.

The role supports financial planning workflows, client communications, and coordination with branch and home office operations, using industry tools to maintain client data and accuracy.

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

• Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
• Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
• Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
• Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
• Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
• Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
• Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
• Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
• Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
• Perform administrative duties as required by the Financial Advisor(s) or branch manager.
• Provide backup support as required to other branch support personnel.
• Perform other related duties as assigned.

Skills

Customer service

Communication skills

Time management

Interpersonal skills

Education

Bachelor's Degree

Tools

Pershing/NetX360

Salesforce

Orion

MoneyGuidePro

Microsoft Office Suite

Job description

Benjamin F. Edwards is seeking a Financial Client Associate to deliver high-quality client service under supervision for a team of Financial Advisors. You will handle account openings, document handling, and client inquiries, ensuring timely, accurate responses and professional interactions.

The role supports financial planning workflows, client communications, and coordination with branch and home office operations, using industry tools to maintain client data and accuracy.