Financial Client Associate

Benjamin F. Edwards

. Serve as the primary point of contact for clients and provide high-level support .

Posted 10/14/2026full-timeRome • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service capabilities, with proficiency in managing client inquiries, account setup, and financial planning processes. Skilled in utilizing tools like Salesforce and MoneyGuidePro to enhance client interactions and streamline administrative tasks.

Highest-signal resume keywords

Client Services ExperienceProficient in Microsoft Office SuiteExperience with SalesforceDetail OrientedExcellent Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningAccount ManagementDocument OrganizationData EntryProblem Resolution

Soft Skills

Customer ServiceInterpersonal SkillsTime ManagementMultitaskingDiscretion

Tools & Technologies

SalesforceMoneyGuideProOrionMicrosoft BookingsPershing/NetX360

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Financial IndustryRegulatory RecordkeepingClient ReportsBranch ProceduresProspecting

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients and provide high-level support
Respond to client inquiries and ensure timely resolution
Assist Financial Advisor(s) with opening new accounts and sending required account and transaction documents
Research and resolve account problems and missing documents
Identify errors, initiate corrective measures, and relay correct information to clients
Create, prepare, and review daily client reports and presentations
Maintain client notes and follow up on action items using Salesforce, Orion, and Microsoft Bookings
Assist with financial planning by entering client data in MoneyGuidePro
Guide clients through account setup and review options in the client portal
Scan and organize documents, schedule meetings and calendar events, execute daily tasks and notifications, prepare correspondence, and assist with mailing and client requests
Liaise between the Branch and Home Office regarding technology needs, vendors, branch procedures, projects, and issues
Assist Financial Advisor(s) with prospecting through mailings and seminars
Follow firm policies, procedures, and regulatory recordkeeping guidelines
Perform administrative duties and provide backup support to branch personnel
Perform other related duties as assigned

Requirements

What you’ll need

Bachelor’s Degree, and/or equivalent work experience
Minimum 1+ year of work experience in client services, preferably within the financial industry
Proficient experience with Microsoft Office Suite
Ability to learn other software and technology
Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus
Professional presence with strong customer service and interpersonal skills
Detail oriented with excellent organization skills
Ability to manage a variety of tasks and multitask in a fast-paced, evolving environment
Excellent time management skills
Excellent oral and written communication across in-person, phone and virtual channels
Ability to seek new ways to improve processes and suggest new ideas and approaches
Ability to exercise discretion in handling confidential information
Ability to work in a stationary position for several hours at a time
Ability to occasionally lift up to 25 pounds

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Disability insurance
Paid time off
Collaborative support culture
Professional learning and growth opportunities