About this role
Financial Client Associate at Benjamin F. Edwards. Location: Alpharetta, Georgia, United States. Role: serve clients, open accounts, research problems Requirements: Bachelor’s degree and 1+ year client services experience; proficient in Microsoft Office; strong communication and organizational skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office, Salesforce, Orion, MoneyGuidePro, Excel, PowerPoint Certifications: n/a Commitment: Full Time Workplace: Onsite Languages: English