Financial Client Experience Specialist

Benjamin F Edwards & Co; Wheaton (IL); On-site; USD 63,370,000 - 80,231,000; Full time

Job summary

Benjamin F. Edwards & Co offers a Full Time Branch Support position in Wheaton, IL, providing essential client service and support to Financial Advisors and clients. You will handle account openings, inquiries, documentation, and coordination of meetings while maintaining compliance and accurate records.

You will work with tools like Salesforce, Pershing/NetX360, Orion, and MoneyGuidePro, supporting financial planning tasks and client communications in a fast-paced environment.

Qualifications

• Minimum 1+ year of client services experience.
• Bachelor’s degree or equivalent work experience.
• Proficient in Microsoft Office and able to learn new software.

Responsibilities

• Serve as primary contact for clients and provide high-level support.
• Assist Advisors with opening accounts and sending documents.
• Research and resolve account problems and communicate updates to clients.
• Prepare daily client reports and presentations for meetings.
• Coordinate appointments and assist with marketing plans and compliance.

Skills

MS Office

Customer service

Communication

Time management

Interpersonal skills

Education

Bachelor's degree

Equivalent work experience

Tools

Pershing/NetX360

Salesforce

Orion

MoneyGuidePro

Job description

Benjamin F. Edwards & Co offers a Full Time Branch Support position in Wheaton, IL, providing essential client service and support to Financial Advisors and clients. You will handle account openings, inquiries, documentation, and coordination of meetings while maintaining compliance and accurate records.

You will work with tools like Salesforce, Pershing/NetX360, Orion, and MoneyGuidePro, supporting financial planning tasks and client communications in a fast-paced environment.