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Benjamin F. Edwards · 21 hours ago

Financial Client Associate

St Charles, IL

Full-time

Onsite

Entry Level

$22/hr - $28/hr

1+ years exp

Benjamin F. Edwards is seeking a Financial Client Associate (FCA) to join their St. Charles, Illinois branch. The FCA will provide exceptional service and support to a team of Advisors and clients, handling various client-related activities and ensuring timely resolution of inquiries.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution

Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients

Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients

Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc

Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal

Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests

Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc

Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars

Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines

Perform administrative duties as required by the Financial Advisor(s) or branch manager

Provide backup support as required to other branch support personnel

Perform other related duties as assigned

Qualification

Microsoft Office SuiteSalesforceOrionMoneyGuideProCustomer serviceCommunicatorInterpersonal skillsDetail orientedTime management

Required

Proficient experience with Microsoft Office Suite and ability to learn other software and technology

Professional presence with strong customer service and interpersonal skills experience

Detail oriented, excellent organization skills and able to manage a variety of tasks

Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills

Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills

Ability to seek new ways to improve processes, suggest new ideas and approaches

Exercise discretion in handling confidential information

Minimum Required: Bachelor's Degree, and/or equivalent work experience

Minimum Required: 1+ year of work experience in client services, preferably within the financial industry