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Financial Client Associate - into Licensed Advisor

Job in St. Charles, Saint Charles, Kane County, Illinois, 60174, USA
Listing for: Benjamin F. Edwards
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Client Associate - Grow into Licensed Advisor
Location: St. Charles

A financial services firm in St. Charles, Illinois seeks a Financial Client Associate to provide exceptional support to advisors and clients. Responsibilities include client interaction, account management, and administrative support. Candidates should have a Bachelor's degree or equivalent experience, and at least a year in client services. Proficient in Microsoft Office, with strong communication and organizational skills, is essential. A collaborative work environment and opportunities for growth are available.
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Position Requirements
10+ Years work experience
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