13 Advisory Services Specialist Jobs in St Louis, MO
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Advisory Services Specialist
$77k-99k (estimate)
Full Time
6 Days Ago
Benjamin F Edwards is Hiring an Advisory Services Specialist Near St Louis, MO
SummaryWe are seeking an experienced professional to join our Advisory Services team. The Advisory Services Specialist will work closely with our advisors and their teams to assist with the day-to-day fee-based advisory operations needs such as fee-billing, liaising with third-party asset managers and custodians, the disbursement and deposit of funds, and account setup and support.
Essential Duties & Responsibilities
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.
Essential Duties & Responsibilities
- Partner with our advisors and their teams for opening and maintenance of fee-based advisory accounts, including client billing and advisor compensation.
- Work with our custodians and third-party asset managers on critical tasks such as account setup and funding.
- Review and monitor fee-based advisory accounts to ensure timely investment of assets, fee-billing, and disbursement of funds.
- Serve as liaison with external billing teams and the Finance Department on all billing matters.
- Collaborate with our Trading Services team and third-party asset managers on all trading inquiries, including the reconciliation of trade corrections.
- Work with other home office teams to assist with supporting the firm’s advisor-directed advisory program.
- Energetic and results-driven, with desire to work in fast-paced and team-oriented environment.
- Constant learner, with the ability to multi-task and work effectively with urgency.
- Ability to interpret and communicate information effectively.
- Patient with exceptional client service skills and ability to resolve operational issues.
- Excellent written and interpersonal communication skills.
- Comfortable with technology, including proficiency in Microsoft suite. Previous experience working with Orion is preferred.
- 3 years of fee-based investment advisory experience
- Familiarity with SEC and FINRA rules and regulations
- Series 7, 63 and/or 66 licenses or willingness to obtain.
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.
Job Summary
JOB TYPE
Full Time
SALARY
$77k-99k (estimate)
POST DATE
06/27/2024
EXPIRATION DATE
08/06/2024
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