Senior Financial Client Services Specialist
Benjamin F Edwards & Co
Benjamin F Edwards & Co in Hamden, CT seeks a Senior Financial Client Associate to support Financial Advisors with client service, account opening and research, and coordinating meetings. You will maintain client notes, respond to inquiries, and prepare materials for client meetings. Proficiency in MS Office and experience with CRM/financial planning tools such as Salesforce, Pershing/NetX360, Orion and MoneyGuidePro are highly valued. Strong communication and organizational skills are essential. #J-18808-Ljbffr Benjamin F Edwards & Co
Vacancy posted 4 days ago
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