Branch Client Support Specialist

Benjamin F Edwards & Co•Clayton, MO

65d•Onsite

About The Position

The primary role of the Branch Client Support Specialist is to support various branches remotely across the country with Financial Client Associate (“FCA”)/Compliance duties on an as needed basis. This person should expect to support multiple branch offices simultaneously.

Requirements

Proficient with Microsoft Office Suite and with Firm specific applications (Salesforce and Netx360)
Acute attention to detail
Excellent written and verbal communication skills.
Ability to prioritize and multi-task in a fast paced, team-oriented environment.
Ability to determine which requests should be a priority
Ability to monitor for issues that may arise and determine if/when the issue should be escalated to senior management.
Minimum Required: Bachelor’s Degree or equivalent work experience
Minimum Required: 3+ years working in financial services, having Branch Office experience is preferred
Minimum Required: Series 7 & 66 required upon hire

Responsibilities

Duties to include all FCA responsibilities such as opening new accounts, sending documents to clients, setting up ACH instructions, sending fed wires monitoring requirements for branch compliance needs etc.
Respond to emails and calls from branch offices with procedural questions.
Triage miscellaneous phone calls that are received from branch offices (i.e.: FCA support coverage or compliance/process questions).
Various miscellaneous duties as assigned (i.e.: reports, updating salesforce, etc.)
Some travel (via plane or car) up to 10% of the time, may be required