Financial Client Experience Associate

Benjamin F. Edwards; Wheaton (IL); On-site; USD 35,032 - 43,780; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Benjamin F. Edwards in Wheaton, Illinois, is seeking a Registered Financial Client Associate to join its team. This role is essential in providing exceptional service to both clients and Financial Advisors, ensuring all client needs are met efficiently. Responsibilities include assisting with administrative tasks, client inquiries, account maintenance, and preparing reports.

The successful candidate will possess a Bachelor’s degree, have at least 2 years of experience in client service within financial services, and excellent communication skills. We offer a competitive pay range and comprehensive benefits.

Qualifications

• 2+ years of client service experience in financial services or equivalent.
• Ability to work independently and collaboratively with a team.
• Exercise discretion in handling confidential information.

Responsibilities

• Provide exceptional client service and support to Financial Advisors.
• Assist with client accounts and administrative tasks.
• Interact with clients, handling inquiries and scheduling.

Skills

Client service skills

Proficient in Microsoft Office Suite

Problem analysis

Excellent communication

Organizational skills

Education

Bachelor’s degree or equivalent work experience

Job description

Benjamin F. Edwards in Wheaton, Illinois, is seeking a Registered Financial Client Associate to join its team. This role is essential in providing exceptional service to both clients and Financial Advisors, ensuring all client needs are met efficiently. Responsibilities include assisting with administrative tasks, client inquiries, account maintenance, and preparing reports.

The successful candidate will possess a Bachelor’s degree, have at least 2 years of experience in client service within financial services, and excellent communication skills. We offer a competitive pay range and comprehensive benefits.