Client Workflow Specialist
Benjamin F. Edwards2 days ago
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OnsiteFull-timeEntry
Summary
Benjamin F. Edwards is seeking a Client Workflow Specialist to join their team in St Louis, MO. The role involves providing critical support to advisors and their teams for day-to-day business operations needs such as administration on new and existing accounts and facilitating asset movement requests.
About the Role
As a Client Workflow Specialist, you will be responsible for supporting advisors with account management, processing asset movement requests, and ensuring documentation accuracy. Your daily tasks will include liaising with custodians, driving digital capabilities adoption, and collaborating with team members for audits. You will also handle ongoing account-related requests and participate in daily communications with advisors and their teams.
About You
Required:
- 3+ years of financial services industry experience.
- Associate’s degree or equivalent work-related experience of 5+ years.
- Excellent written and interpersonal communication skills.
- Proficiency in Microsoft Office Suite and Netx360.
Preferred:
- Energetic and results-driven with a desire to work in a fast-paced environment.
- Experience with low-code/Microsoft Power Automate.
- Ability to interpret and communicate information effectively.
Benefits
- Comprehensive benefits package including health, dental, vision, 401(k), life insurance, disability, and paid time off.
Benjamin F. Edwards
Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management. Our goal is to provide the right structure and a home for every advisor and every client.
St Louis, MO