Home > Ohio jobs > Ohio accounting/financial

Posted: Saturday, January 6, 2018 12:07 AM


Registered Financial Client Associate


We are seeking an experienced Registered Financial Client Associate in Mentor, OH.

Our ideal c andidate will be an enthusiastic ?go-getter? who will assist a team of Financial Advisors by providing support for all aspects of business, including client service, appointment scheduling, account research and other administrative support. This is an exciting opportunity to help develop client relationships and play an active part in driving successful business results.

Essential Duties and Responsibilities: Some of the duties to be performed include the following:

Provide administrative support for daily business operations.

Interact with clients, typically by telephone, but also in-person, resolving client inquiries.

Assist with account administration and maintenance.

Comply with branch and firm policies and procedures. Qualifications: The ideal candidate will offer the following qualifications:

College degree

Series 7 and 63/65 or 66 registration preferred, or willing to obtain

Three years of securities industry experience

Knowledge of investment products and securities industry rules and regulations

Familiarity with Pershing NetX360 platform preferred

Strong technical skills (MS Word & Excel)

Outstanding client service ability

Strong communication, time management and organizational skills

Ability to multi-task in a highly visible, fast-paced and team-oriented environment

Ability to exercise good judgment by recognizing urgency and prioritizing accordingly

High degree of confidentiality and latitude

Ability to work independently
Please email your resumé and cover letter to referencing “Registered Financial Client Associate-Mentor.”

Benjamin F. Edwards & Co. is an Equal Opportunity Employer

• Location: Cleveland, Mentor, OH

• Post ID: 54791637 ohio is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018