Financial Client Associate

Job overview

The Financial Client Associate role is onsite in Rome, GA, in an office environment. Compensation is not specified. The associate supports a Financial Advisor or team of advisors and their clients at Benjamin F. Edwards & Co. The role helps deliver timely, coordinated client service and supports advisor work through account administration, research, meeting preparation, and recordkeeping. It contributes to a consistent client experience while following firm policies and regulatory guidelines.

What you'll do

• Serve as a primary client contact and respond to inquiries
• assist with account openings and required documents
• research and resolve account issues
• prepare client reports and presentations
• maintain client notes and follow-up items
• enter client data into financial planning software and assist with client portal setup
• schedule meetings and prepare correspondence
• coordinate with the branch and home office
• support prospecting activities
• maintain compliant files and provide administrative support.

What we're looking for

Skills & competencies

financial client associate

benjamin f. edwards & co

rome ga

financial services

client support

account opening

client reports

financial planning support

compliance recordkeeping

microsoft office

onsite office environment

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, vision, 401(k), life insurance, disability insurance, and paid time off.

Why this role

Requires a bachelor’s degree or equivalent work experience and at least one year of client services experience; financial industry experience is preferred.

About the employer

Benjamin F Edwards & Co is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.