Finance & Banking • Wheaton, Illinois, United States
Financial Client Associate - Client Service & Admin
Wheaton, Illinois, United StatesOn-sitePosted 19 hours ago
Finance & Banking
About the Role
Benjamin F. Edwards, Wheaton, IL, is seeking a Registered Financial Client Associate to support Financial Advisors and clients in a fast-paced branch environment.
The role emphasizes client service, documentation, and timely response to inquiries, with opportunities to participate in client meetings. The position requires a Bachelor's degree (or equivalent) and 2+ years in financial services client service, plus proficiency with Microsoft Office and strong organizational skills.
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What You'll Do
Benjamin F.
Edwards, Wheaton, IL, is seeking a Registered Financial Client Associate to support Financial Advisors and clients in a fast-paced branch environment.
The role emphasizes client service, documentation, and timely response to inquiries, with opportunities to participate in client meetings.
The position requires a Bachelor's degree (or equivalent) and 2+ years in financial services client service, plus proficiency with Microsoft Office and strong organizational skills.
