Financial Client Associate
Listed on 2026-01-24
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Finance & Banking
Financial Consultant, Financial Services
The St. Charles, Illinois branch of Benjamin
F. Edwards is seeking a Financial Client Associate (FCA) to join our team.
The Financial Client Associate is a critical teammate in providing exceptional service and support to a dynamic team of Advisors and clients, ensuring that all client needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.
There is growth opportunity with this role and the potential to become licensed.
Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure.
Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.
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