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Financial Client Associate

Company: Benjamin F Edwards & Co
Location: White Plains
Posted on: August 4, 2022

Job Description:

Financial Client Associate About Benjamin F. Edwards & Co. Benjamin F. Edwards & Co. is a growing, national wealth management firm committed to putting its clients' interests first. Headquartered in St. Louis, Missouri, and building on the Edwards family's 130 years of experience, its 280 financial advisors help guide families on their journey to financial security and independence. Guided by three basic principles - Trust, Integrity and Mutual Respect - we provide our clients with the informed investment advice and assistance they deserve and expect in helping them achieve their financial goals and objectives. About the position: We are seeking a Financial Client Associate in our White Plains, New York office to partner closely with a team of Financial Advisors in providing "White Glove" service to our clients. In this capacity, you will have daily interactions with our clients and will assist in all aspects of the business, to include: the creation and deepening of client relationships; developing and implementing marketing and business plans; coordinating appointments, seminars, and other client-facing activities; as well as performing in a wide variety of administrative support activities. This role will require you to build upon your current skill set and will provide you with immersion into all aspects of the wealth management industry. FCA Responsibilities Include:

  • Support a team of Financial Advisors by preparing correspondence, preparing and reviewing daily reports, executing daily tasks and notifications, scanning and organizing documents, and scheduling client meetings and calendar events.
  • Perform administrative tasks including but not limited to: answering the phone, setting appointments, sorting and distributing inbound and outbound mail, monitoring and responding to client and Home Office requests, and organizing and maintaining files in accordance with firm and regulatory guidelines.
  • Perform client service-related tasks including but not limited to: new account set-up, closing accounts, deposits/disbursements, account status changes, and placing account notes in Salesforce, ensuring all actions taken are in accordance with firm and regulatory guidelines.
  • Provide exemplary client service and support, greet visitors, respond to phone and email inquiries, research and resolve questions, and assist with client requests.
  • Assist in financial planning efforts by entering client data in the financial planning software and walking clients through the account set-up and review options in the client financial planning portal, and by participating in client-facing meetings, calls, and video conferences with Financial Advisors.
  • Liaise with the Home Office on various projects and topics, technology needs, vendor support, branch procedures, etc. Qualifications :
    • College degree preferred, or equivalent professional experience.
    • 3+ years of prior client service experience within the financial industry, or equivalent experience, required.
    • Professional presence with strong client service skills.
    • Computer proficiency with basic applications (Microsoft Office Suite), and a proven ability to learn other software and technology.
    • Securities licensing (such as Series 7 and 63/65 or 66) preferred, or a strong interest in becoming securities-licensed and working as a Registered Financial Client Associate in the near future.
    • Detail-oriented and able to manage a variety of tasks.
    • An analytical thinker, with the ability to provide practical solutions on a wide range of topics.
    • Excellent communicator (oral and written), with solid interpersonal skills. We offer competitive pay and a comprehensive benefits package. Benjamin F. Edwards & Co. is an Equal Opportunity Employer


Keywords: Benjamin F Edwards & Co, White Plains , Financial Client Associate, Accounting, Auditing , White Plains, New York

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