About this role
Financial Client Associate at Benjamin F. Edwards. Location: Peoria, Illinois, United States. Role: serving clients, opening accounts, preparing reports Requirements: Bachelor's degree (or equivalent experience), 1+ year client services experience, proficiency with Microsoft Office and financial platforms (Salesforce, Orion, Pershing/NetX360, MoneyGuidePro), strong communication and organizational skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office, Pershing/NetX360, Salesforce, Orion, MoneyGuidePro, Microsoft Bookings Commitment: Full Time Workplace: Onsite Languages: English