Financial Client Services Specialist

Benjamin F Edwards & Co; Wheaton (IL); On-site; USD 52,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

401(k)

Life insurance

Disability

Paid time off

Job summary

The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The role focuses on providing administrative support, client service, and coordinating with Financial Advisors to meet client needs.

You will handle client inquiries, prepare reports, and assist with opening new accounts while maintaining accurate records in a compliant, efficient environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2+ years of client service in financial services or equivalent.
• Proven ability to handle confidential information with discretion.

Responsibilities

• Provide client service and support related to accounts and inquiries.
• Assist with reports, materials for meetings, and client communications.
• Open new accounts and complete required documents.
• Maintain client notes and calendar, schedule appointments, and respond to inquiries.
• Coordinate with Financial Advisors and branch staff to ensure compliance.

Skills

MS Office proficiency

Problem solving

Independent & team player

Professional communication

Discretion with confidential info

Education

Bachelor’s degree or equivalent

2+ years client service in financial services

Tools

CRM systems

Job description

The Wheaton, Illinois branch of Benjamin F. Edwards is seeking a Registered Financial Client Associate to join our team. The role focuses on providing administrative support, client service, and coordinating with Financial Advisors to meet client needs.

You will handle client inquiries, prepare reports, and assist with opening new accounts while maintaining accurate records in a compliant, efficient environment.