Client Experience Specialist - Financial Services
Job in
Bloomington, McLean County, Illinois, 61791, USA
Listed on 2026-07-25
Listing for:
Benjamin F. Edwards
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Benjamin
F. Edwards is hiring a Financial Client Associate to support financial advisors and their clients. You will open and maintain accounts, respond to inquiries, and prepare client reports using Salesforce, Orion, and Money Guide Pro , guiding clients through planning options in the portal.
A Bachelor’s degree and 1+ year in client services are required; strong communication, organization, and multitasking in a fast-paced environment are essential.
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