Senior Client Associate - National Support Services

Senior Client Associate - National Support Services

Hybrid - St. Louis, MO

Are you an experienced Financial Services Client Associate looking to expand your career beyond a traditional desk‑bound role?

Do you prefer variety over repetition, trust your own judgment, and are ready to be seen as a subject matter expert across the firm?

If yes, consider joining Benjamin

F. Edwards in a newly created, high‑visibility position as their Senior Client Associate – National Support Services!

Benjamin F Edwards is an entrepreneurial, growing national wealth‑management firm with headquarters in St. Louis MO. Currently in 34 states with over 100 locations, and over $50 billion in assets under management, the firm has zero debt and is committed to staying independent through future generations. Named a Top Workplace by USA Today & Inc. Magazine., this is a GREAT firm to grow your career!

This position is based in St. Louis with a hybrid schedule—four days in the office, one day remote. You will not be tied to one branch or one advisor. Instead, you will serve as a high‑touch support resource for branch offices nationwide—stepping in where coverage is needed, answering complex procedural questions, and ensuring compliance standards are met remotely.

• High visibility: Your work will be seen and valued by firm leadership.
• National scope: You will collaborate with branch offices across the entire country, not just one desk.
• Growth potential: This role was designed with advancement in mind. High performers will have access to internal opportunities as the firm continues to expand.
• Autonomy and trust: You will not be micromanaged. We need your expertise, and we will respect it.

• Serve in a floating Financial Client Associate capacity, supporting multiple remote branch offices on an as‑needed basis. Duties include opening new accounts, processing ACH instructions, sending fed wires, preparing documents for client delivery, and monitoring branch compliance requirements.
• Respond to inbound emails and calls from branch offices regarding FCA coverage, procedural questions, and compliance processes.
• Complete various reports and administrative tasks assigned, including updates to Salesforce and NetX
  360.

• You have at least five years of experience in a Financial Client Associate or equivalent role and know the business end‑to‑end.
• Series 7 & 66 required upon hire.
• You are proficient in Microsoft Office, Salesforce, and NetX
  360 (or similar brokerage platforms).
• You have acute attention to detail and do not need repeated reminders to follow through.
• You communicate clearly and professionally, both in writing and verbally.
• You are comfortable working in a fast‑paced, hybrid environment and know how to prioritize when multiple offices need you at once.
• You can identify issues before they escalate and know when to elevate and when to resolve independently.
• Open to travel to other offices as needed.

Apply now if you are ready for direct access to executive leadership, exposure to offices across the entire country, and a clear path for professional growth!