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Senior Financial Client Concierge

Job in Hamden, New Haven County, Connecticut, 06517, USA
Listing for: Benjamin F. Edwards
Full Time position Listed on 2026-11-09
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 50000 USD Yearly USD 40000.00 50000.00 YEAR

Job Description & How to Apply Below

Benjamin

F. Edwards is hiring a Senior Financial Client Associate to support Financial Advisors with client onboarding, maintenance, and research. You will respond to inquiries, coordinate appointments, and prepare client reports.

The role requires 10+ years in client services in finance, strong MS Office and CRM software skills, and a collaborative mindset to deliver a seamless client experience.

We have an opening for a Senior Financial Client Concierge in Hamden, CT, United States within Finance, Sales.

This role, Senior Financial Client Concierge at Benjamin

F. Edwards, could be your next move.

Are you ready to take on the Senior Financial Client Concierge role at Benjamin

F. Edwards?

We would love to welcome a new Senior Financial Client Concierge to our team in Hamden, CT, United States.

For the Senior Financial Client Concierge position at Benjamin

F. Edwards, we are reviewing applications now.

Position Requirements

10+ Years work experience
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