Financial Client Associate: Elevate Advisor Support
Wheaton, DuPage County, Illinois, 60189, USA
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Benjamin
F. Edwards is seeking a Financial Client Associate to deliver high-quality client service under supervision for a team of Financial Advisors. You will handle account openings, document handling, and client inquiries, ensuring timely, accurate responses and professional interactions.
The role supports financial planning workflows, client communications, and coordination with branch and home office operations, using industry tools to maintain client data and accuracy.
The following opportunity is for a Financial Client Associate:
Elevate Advisor Support with Benjamin
F. Edwards.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Client Associate:
Elevate Advisor Support role in the description above.
We appreciate your interest in this position.
Join Benjamin
F. Edwards and contribute to our ongoing work.
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