About this role
Financial Client Associate at Benjamin F. Edwards. Location: Sturgeon Bay, Wisconsin, United States. Role: assist clients, open accounts, coordinate reports Requirements: Bachelor’s degree and at least 1 year of customer or client services experience, preferably in financial industry; proficiency with Microsoft Office; knowledge of Pershing/NetX360, Salesforce, Orion, MoneyGuidePro a plus. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, Pershing/NetX360, Salesforce, Orion, MoneyGuidePro Commitment: Full Time Workplace: Onsite Languages: English