Client Workflow Specialist

Benjamin F Edwards & Co•Clayton, MO

5d•Onsite

About The Position

The Client Workflow Specialist provides critical support to our advisors and their teams for day-to-day business operations needs such as administration on new and existing accounts and facilitating asset movement requests. The overall mission of the team is to make it easier and safer for advisors and their clients to work together.

Requirements

Energetic and results-driven, with a desire to work in a fast-paced and team-oriented environment.
Constant learner, with the ability to think quickly and work effectively with urgency.
Patient with exceptional client service skills.
Ability to interpret and communicate information effectively.
Excellent written and interpersonal communication skills.
Comfortable with technology, including proficiency in Microsoft Office Suite and Netx360.
Minimum Work Experience Required: 3+ years of financial services industry experience.
Minimum Education Required: Associate’s degree or equivalent work-related experience of 5+ years.

Nice To Haves

Low-code/Microsoft Power Automate experience is a plus.
Willingness to work overtime as needed.

Responsibilities

Provide support and problem resolution to advisors and their teams related to establishing and maintaining accounts, submitting asset movement requests and processing documents.
Document workflow review to ensure accuracy and proper signatures, and to determine if additional processing is required. Actively participate with professionalism, service and care in daily calls and emails from and to our advisors, their teams, and our partners.
Process ongoing account-related requests, including but not limited to facilitating check and physical certificate deposits, editing the client account profile, and maintaining client online access instructions.
Liaise with custodian for approvals, escalations, and processing requests.
Help drive adoption of the firm’s digital capabilities as it relates to account opening and funding.
Collaborate with team members and custodian to retrieve data and documents for audits.
Perform other duties and responsibilities as assigned.