About this role
Financial Client Associate at Benjamin F. Edwards. Location: Northfield, New Jersey, United States. Role: serving clients, opening accounts, preparing reports Requirements: Bachelor's degree required, 1+ year client services experience preferred; proficiency with Microsoft Office; familiarity with Pershing/NetX360, Salesforce, Orion, MoneyGuidePro a plus; strong communication, organization, and discretion. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Suite, Pershing/NetX360, Salesforce, Orion, Microsoft Bookings, MoneyGuidePro Commitment: Full Time Workplace: Onsite Languages: English