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Financial Client Associate

Company: Benjamin F Edwards & CO
Location: Painted Post
Posted on: September 25, 2022

Job Description:

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: Our Financial Client Associate's partner closely with our Financial Advisors in providing a "White Glove" service to our clients. In this role you will greet and welcome our clients, visitors, and co-workers to the branch, and perform a wide variety of administrative duties to include answering the telephone, maintaining files, coordinating inbound and outbound correspondence, and processing deposits and check requests. We are seeking a self-starter who can work independently, has strong communication skills, and can exercise good judgement in a small, highly successful office. 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:

  • Provide exemplary client service and support, greet visitors, respond to telephone and email inquiries, research and resolve questions, and assist with client requests.
  • Support the Financial Advisor by preparing correspondence, preparing, and reviewing daily reports, executing daily tasks and notifications, scanning, and organizing documents, scheduling client meetings and calendar events.
  • Perform administrative tasks including, but not limited to, answering the phone, sorting and distributing inbound and outbound mail, monitoring and responding to client and Home Office requests, appointment setting, and organizing and maintaining files in accordance with firm and regulatory guidelines.
  • Liaise with the Home Office on various projects and topics, technology needs, vendor support, branch procedures, etc. Qualifications:
    • High School Diploma required; some college preferred.
    • 1 year of receptionist, office administrator, or previous customer service experience desired.
    • Excellent phone etiquette, good verbal communication skills.
    • Ability to multi-task in a fast-paced and team-oriented environment.
    • Outstanding client service ability.
    • Exercise discretion in handling confidential information.
    • Proficient with Microsoft Office Suite.
    • Familiarity with financial and securities industry terminology is helpful. We offer competitive pay and a comprehensive benefits package. Benjamin F. Edwards & Co. is an Equal Opportunity Employer PI191090592

Keywords: Benjamin F Edwards & CO, Syracuse , Financial Client Associate, Other , Painted Post, New York

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