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Concierge Service Specialist

2 months ago

Saint Louis, United States Benjamin F Edwards & Co Full time
Job DescriptionJob Description

Summary:

The Concierge Service Specialist plays a pivotal role within our firm, dedicated to assisting with any requests, questions or escalations that arise. Serving as a liaison between financial advisor teams and home office teams, the Concierge Specialist is committed to making business interactions easier and safer for our advisors, assistants, and clients. The role involves addressing and resolving queries and issues or escalating them to subject matter experts when necessary. As a case manager, the Concierge Specialist supports escalations through to resolution, ensuring that Concierge remains as the go to resource for effective issue resolution.

Essential Duties & Responsibilities:

  • Act as the primary point of contact for financial advisors, assistants, and clients to address, resolve, or escalate requests professionally and efficiently.
  • Manage and case manage complex cases by overseeing communication, collaboration, and resolution for advisor teams.
  • Provide various levels of support and backup for Margin, Advisory Services, Retirement Operations, Client Workflow, and Direct Business.
  • Serve as a liaison between financial advisor teams, home office teams, custodians, and affiliates, facilitating smooth and effective communication.
  • Assist with communication from BSG on new releases and projects to promote adoption and understanding while maintaining a thorough knowledge of company policies and industry regulations.
  • Collaborate and assist as needed with onboarding of new Financial Advisor’s to the firm to each their transition.
  • Proactively identify opportunities to improve service delivery and enhance the client experience by documenting client interactions and resolutions accurately.
  • Maintain comprehensive records of client interactions and resolutions, ensuring compliance with company policies and industry regulations.

Qualifications:

  • Energetic and confident self-starter who can multi-task in a highly visible, fast-paced, and team-oriented environment.
  • Patient with exceptional client service skills.
  • Ability to interpret and communicate information effectively.
  • Intellectually curious. Ability to ask questions to identify the problem to be solved.
  • Ability to think quickly and work effectively with urgency.
  • Excellent written and interpersonal communication skills. Able to document interactions, follow-ups, and process instructions.
  • Comfortable with technology, including proficiency in Microsoft Office Suite.
  • Proven experience in managing and resolving complex cases.

Education and/or Work Experience:

  • Minimum Work Experience Required: 2+ years of work-related financial services industry experience and 3+ years of work-related customer service experience
  • Minimum Education Required: Bachelor’s Degree and/or equivalent work-related experience of 6+ years in customer service and financial service experience

Licenses/Registration:

  • Minimum Required: FINRA Securities Industry Essentials (SIE) Exam or ability to obtain within 12 months of hire.

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 & 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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