Client Workflow Specialist
Company: Benjamin F Edwards & Co
Location: Saint Louis
Posted on: February 18, 2026
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Job Description:
Job Description Job Description Client Workflow Specialist
Summary: The Client Workflow Specialist 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. The overall mission of the
team is to make it easier and safer for advisors and their clients
to work together. 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. Actively participate with
professionalism, service and care in daily calls and emails from
and to our advisors, their teams, and our partners. 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.
Perform other duties and responsibilities as assigned.
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 Office Suite and
Netx360. Low-code/Microsoft Power Automate experience is a plus.
Willingness to work overtime as needed. Education and/or Work
Experience : Minimum Work Experience Required: 3 years of financial
services industry experience. Minimum Education Required:
Associate’s degree or equivalent work-related experience of 5
years. Licenses/Registration: N/A 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 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 $50 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. LI-Onsite
Keywords: Benjamin F Edwards & Co, Saint Charles , Client Workflow Specialist, Administration, Clerical , Saint Louis, Missouri
