Financial Client Concierge Advisors
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Benjamin
F. Edwards seeks a Registered Financial Client Associate at its Wheaton, IL location to provide exceptional service and support to Financial Advisors and clients, ensuring timely, accurate handling of client needs.
The role involves daily client interactions, assisting with openings and documents, and collaborating with advisors to prepare reports and materials for meetings. Strong office software skills and professional discretion are required.
Are you ready to take on the Financial Client Concierge for Advisors role at Benjamin
F. Edwards?
We are currently recruiting a Financial Client Concierge for Advisors for our team in Wheaton, IL, United States.
This is a genuine opportunity to take on the Financial Client Concierge for Advisors role at Benjamin
F. Edwards.
As a Financial Client Concierge for Advisors, you will play an important part at Benjamin
F. Edwards in Wheaton, IL, United States.
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