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Advisor Support & Client Services Specialist
Remote / Online - Candidates ideally in
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-07-10
Peoria, Peoria County, Illinois, 61639, USA
Listing for:
Benjamin F. Edwards
Remote/Work from Home
position Listed on 2026-07-10
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Benjamin
F. Edwards in Peoria, IL is seeking a Financial Client Associate to deliver exceptional service and support to financial advisors and clients.
You will be the first point of contact, handling inquiries, account openings, and document transmission to clients to ensure accurate and timely processing. You will research account issues, prepare client reports, maintain notes, and coordinate with the branch and home office on projects.
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