Financial Client Associate
Company: Benjamin F Edwards & Co
Location: Northfield
Posted on: August 4, 2022
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Job Description:
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've 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 isn't only
about the past - it's 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 consistently challenged, and
never bored.Training and learning opportunities to help you grow
and refine your industry knowledge and client service
skills.Flexibility to help you balance your work and personal
life.About the Financial Client Associate position: Our Financial
Client Associates partner closely with Financial Advisors to
provide a "White Glove"-- - level of service to our clients. In
this role you will perform a wide variety of administrative and
client service duties and become involved in all aspects of the
wealth management industry by:Providing exemplary client service
and support, greeting visitors, responding to telephone, and email
inquiries, researching and resolving questions, and assisting with
client requests.Supporting 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.Performing
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.Acting as a liaison
with the Home Office on various projects and topics, technology
needs, vendor support, branch procedures, etc.What it takes to
succeed in this role:A passion for the client. You don't just like
to help; you go above and beyond to provide the best possible
experience to each client who comes through our door.Integrity. You
do the right thing, even when it may not be the easiest
thing.Communication. You have a way with words, whether in person,
in writing, or by phone, with coworkers or clients; you are clear
and concise.Master of collaboration. You believe we must all work
together to provide the "White Glove"-- - service our clients have
come to know and expect.,.It's all in the details. You have a
passion and a keen eye for detail in a fast-moving highly complex
work environment, where trust and integrity are paramount to our
success.Our client-first mission is grounded in the Golden Rule;
when you join Benjamin F. Edwards you are in good hands, 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.PI183985422SDL2017
Keywords: Benjamin F Edwards & Co, Camden , Financial Client Associate, Accounting, Auditing , Northfield, New Jersey
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