Financial Client Experience Specialist
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance
Benjamin
F. Edwards & Co offers a Full Time Branch Support position in Wheaton, IL, providing essential client service and support to Financial Advisors and clients. You will handle account openings, inquiries, documentation, and coordination of meetings while maintaining compliance and accurate records.
You will work with tools like Salesforce, Pershing/NetX
360, Orion, and Money Guide Pro , supporting financial planning tasks and client communications in a fast-paced environment.
We are looking to fill the Financial Client Experience Specialist position at Benjamin F Edwards & Co in Wheaton, IL, United States.
For the Financial Client Experience Specialist position at Benjamin F Edwards & Co, we are reviewing applications now.
Step into the Financial Client Experience Specialist role at Benjamin F Edwards & Co in Wheaton, IL, United States and grow with us.
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