Financial Client Services Associate — Growth & Support

Benjamin F Edwards & Co; Sarasota (FL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health, dental, vision

401(k)

Paid time off

Job summary

Benjamin F. Edwards is seeking a Registered Financial Client Associate in Sarasota, FL. Under supervision, you will support Financial Advisors with client service, account research, paperwork, notes, and compliance filing.

Responsibilities include greeting clients, handling inquiries, opening new accounts, preparing reports, and coordinating with the Home Office. A Bachelor’s degree and 2+ years in financial services, plus Series 7/63/65 or 66 licenses, are required.

Qualifications

• Bachelor’s degree required or equivalent work experience.
• 2+ years' work experience in financial services.
• Licenses: Series 7 and Series 63/65 or Series 66.

Responsibilities

• Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.
• 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 documents to clients.
• Interact daily with clients on the phone and in person, handling inquiries and scheduling appointments.
• Create, prepare and review daily client reports for Financial Advisor(s).
• Assist with prospecting of new clients through mailings and seminars.

Skills

Microsoft Office Suite

Detail oriented

Multitasking

Customer service

Communication

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

Job description

Benjamin F. Edwards is seeking a Registered Financial Client Associate in Sarasota, FL. Under supervision, you will support Financial Advisors with client service, account research, paperwork, notes, and compliance filing.

Responsibilities include greeting clients, handling inquiries, opening new accounts, preparing reports, and coordinating with the Home Office. A Bachelor’s degree and 2+ years in financial services, plus Series 7/63/65 or 66 licenses, are required.