Operations Specialist - Client Workflow

The Operations Specialist - Client Workflow 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.

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.
• 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.

Education and / or Work Experience :

2+ years of financial services industry experience a plus.

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 Word and Excel.
• Willingness to work overtime as needed.

Licenses / Registration :

N / A

About Benjamin F. Edwards & Co.

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 $30 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.

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