Financial Client Concierge for Advisors

Benjamin F. Edwards; Wheaton (IL); On-site; USD 34,000 - 44,000; 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 seeks a Registered Financial Client Associate at its Wheaton, IL location to provide exceptional service and support to Financial Advisors and clients, ensuring timely, accurate handling of client needs.

The role involves daily client interactions, assisting with openings and documents, and collaborating with advisors to prepare reports and materials for meetings. Strong office software skills and professional discretion are required.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2+ years of client service experience in financial services or equivalent.

Responsibilities

• Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.
• Assist with preparing reports and materials for client meetings.
• May participate in live meetings with the Financial Advisor(s) and their clients.
• Provide quotes and other account-related information to assist clients.
• Accept and enter orders from clients and/or on behalf of the Financial Advisor(s).
• Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.

Skills

Microsoft Office

Problem solving

Independent work

Communication skills

Time management

Teamwork

Discretion with confidential info

Education

Bachelor’s degree or equivalent

2+ years client service in financial services

Tools

Microsoft Office Suite

Series 7 / 63/65 or 66 licenses

Job description

Benjamin F. Edwards seeks a Registered Financial Client Associate at its Wheaton, IL location to provide exceptional service and support to Financial Advisors and clients, ensuring timely, accurate handling of client needs.

The role involves daily client interactions, assisting with openings and documents, and collaborating with advisors to prepare reports and materials for meetings. Strong office software skills and professional discretion are required.