Financial Client Associate

Financial Client Associate

Benjamin F Edwards & Co | Reno, NV, 89511, US
Job Type: Full TimeSalary Range:$34,000 – $56,000 Salary range estimated by Zippia

Posted a month ago

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Financial Client Associate

About Benjamin F. Edwards & Co. – A Different Kind of Firm

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $30 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

Join Us

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

You will enjoy:

  • A wide choice of benefits to help take care of you and your family; upon hire, you will be eligible immediately to enroll in medical, dental, and vision coverage, as well as life insurance and disability plans . In addition, we offer paid time off (PTO) and a 401(k) plan.
  • A competitive compensation structure that rewards hard work, recognizes experience, and encourages personal and career growth through accomplishments such as industry licensing and professional certifications.
  • A dynamic and energizing environment where you are challenged.
  • Training and learning opportunities to help you grow and refine your industry knowledge and client service skills.

About the Financial Client Associate:

As a Financial Client Associate you will bring your specialized knowledge and skills to provide active support to the financial advisor in providing the “White Glove” service our clients have come to know and expect. In this capacity, you will proactively assist the advisor with the growth and development of their business by strengthening client relationships; coordinating appointments, seminars, and other client facing activities; as well as performing in a wide variety of administrative support activities.

Financial Client Associate Responsibilities Include:

  • Support the Financial Advisor(s) by interacting with existing clients.
  • Ensure client paperwork is current/complete and properly filed with all supporting documentation and notes in accordance with firm and industry requirements, rules, and regulations.
  • 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 telephone 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.
  • Identify opportunities for improvement and provide feedback and solutions for operational processes or tools within the Brokerage or Client Support areas.

Qualifications for the Financial Client Associate:

  • College degree preferred, or equivalent professional experience.
  • 3+ years of prior client service experience within the financial industry, or equivalent experience, required.
  • Securities licensing (Series 7 and 63/65 or 66) a plus.
  • Professional presence with strong client service skills.
  • Excellent proficiency with Microsoft Office Suite, Salesforce, Orion, and NetX360.
  • 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.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.