Client Workflow Specialist at Benjamin F Edwards & Co

Clayton, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administration, Asset Movement, Problem Resolution, Document Processing, Workflow Review, Client Service, Data Retrieval, Audits, Microsoft Office Suite, Netx360, Power Automate

Industry

Financial Services

Description

Summary: 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. Essential Duties & 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. Qualifications: * 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. * Low-code/Microsoft Power Automate experience is a plus. * Willingness to work overtime as needed. Education and/or Work Experience: * 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. Licenses/Registration: * N/A Work Environment: This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. About Benjamin F. Edwards If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement. We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer. #LI-Onsite

Responsibilities

The Client Workflow Specialist supports advisors with daily business operations, including administration for new and existing accounts and facilitating asset movement requests to ensure easier and safer advisor-client collaboration. Essential duties involve processing account-related requests, documenting workflow reviews for accuracy, liaising with custodians, and driving adoption of digital capabilities.