Top 134 Financial technology associate Jobs in Peoria, Il

Financial Client Associate
Benjamin F Edwards & Co —Peoria, IL
- $22.11 - $27.64 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
2d
Treasury Management Sales Analyst
Busey Bank —Peoria, IL
- $55,000 - $68,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
Travel Cardiac Cath Lab Technologist | Peoria, Illinois
Sunbelt Staffing —Peoria, IL
- $22.05 - $50.00 an hour
- Hospital
- Mid-level
- Travel
- Health insurance
- 401(k) matching
Quick Apply
Entry Level Insurance Sales Agent
Performance Matters Associates —Peoria, IL
- $60,000 - $80,000 a year
- Full-time
- No experience needed
- High school diploma or GED
- Driver's License
- Health insurance
- Opportunities for advancement
Quick Apply
Radiology Technologist Electrophysiology
OSF HealthCare —Peoria, IL
- $33.85 - $43.30 an hour
- Full-time
- BLS Certification
- Mid-level
- ARRT Certification
- Tuition reimbursement
- Loan forgiveness
Supervisor CT
OSF HealthCare —Peoria, IL
- $42.06 - $54.42 an hour
- Full-time
- 7 years
- Management
- Hospital
- Tuition reimbursement
- Loan forgiveness
Senior Network Security Engineer
Busey Bank —Illinois
- $97,000 - $140,000 a year
- Full-time
- Mid-level
- 3 years
- IT
- Profit sharing
- Wellness program
Quick Apply
9d
Cafe Associate
Sam's Club —Peoria, IL
- $19 - $27 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
Cashier
Kroger —East Peoria, IL
- $16.00 - $16.75 an hour
- Part-time
- Working with individuals with disabilities
- Basic math
- Adults
- Paid holidays
- Health insurance
Relationship Banker I (East Peoria Branch)
Regions —East Peoria, IL
- $39,601.10 - $46,880.00 a year
- Overtime
- Ability to walk for extended periods
- Computer literacy
- Office
- Health savings account
- Health insurance
Personal Banker
PNC Financial Services Group —Peoria, IL
- $41,250 - $68,750 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Pharmacy Tech
Sam's Club —Peoria, IL
- $22.50 - $30.50 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
Sales Trainee
Zimmer Biomet —Peoria, IL
- $22 - $25 an hour
- Weekends as needed
- Marketing
- English
- Ability to lift 50 pounds
- Wellness program
- On-the-job training
5d
SPECIALIST, ACCOUNTING
Peoria County —Peoria, IL
- $18.11 an hour
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
PHARMACY/TECHNICIAN
Kroger —Peoria, IL
- $18 - $22 an hour
- Part-time
- 18 years or older
- Working with individuals with disabilities
- Adults
- Paid holidays
- Health insurance
Produce Associate
Sam's Club —Peoria, IL
- $19 - $27 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Grocery Clerk
Kroger —East Peoria, IL
- $16.00 - $16.75 an hour
- Part-time
- Basic math
- Adults
- Older adults
- Paid holidays
- Health insurance
Baker and Packager Associate
Sam's Club —Peoria, IL
- $19 - $27 an hour
- 18 years or older
- High school
- Sales
- Paid jury duty
- Disability insurance
Merchandise and Stocking Associate
Sam's Club —Peoria, IL
- $19 - $27 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Patient Access Specialist - Peoria Plastic Surgery
Springfield Clinic —Peoria Heights, IL
- $16.86 - $23.60 an hour
- Full-time
- Surgery
- OSHA
- Computer literacy

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financial technology associate jobs near peoria, il

Financial Client Associate

Benjamin F Edwards & Co -
Peoria, IL

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Job Details

Full-time
$22.11 - $27.64 an hour
2 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Financial planning software
Investment advisory support
Correspondence management
Confidential information handling
Email customer support
Account maintenance
Financial transaction processing
Phone communication
Account troubleshooting
Greeting customers
Filing
Client file management
Process improvement
Scanning
Research
Mid-level
Data summary reports
Meeting scheduling
Managing clients in a customer support role
Managing financial planning clients
Salesforce Cloud
Bachelor's degree
Data management
Client services
Investment account customer support
Initial Contact (sales skills)
Organizational skills
Prospecting
Client acquisition

Full Job Description

Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.

Essential Duties/Responsibilities:

Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
Perform administrative duties as required by the Financial Advisor(s) or branch manager.
Provide backup support as required to other branch support personnel.
Perform other related duties as assigned.

Qualifications:

Proficient experience with Microsoft Office Suite and 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 experience
Detail oriented, excellent organization skills and able to manage a variety of tasks.
Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
Ability to seek new ways to improve processes, suggest new ideas and approaches.
Exercise discretion in handling confidential information.
Perform other related duties as assigned.

Education and/or Work Experience:

Minimum Required: Bachelor’s Degree, and/or equivalent work experience
Minimum Required: 1+ year of work experience in client services, preferably within the financial industry.

License/Registration:

Pay Range

Between $22.11 to $27.64 per hour

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 firm that truly puts the interests of its advisors and clients first, you have come to the right place. 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

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Refine Your Search

financial technology associate jobs in peoria, il

Financial Client Associate

Treasury Management Sales Analyst

Travel Cardiac Cath Lab Technologist | Peoria, Illinois

Entry Level Insurance Sales Agent

Radiology Technologist Electrophysiology

Supervisor CT

Senior Network Security Engineer

Cafe Associate

Cashier

Relationship Banker I (East Peoria Branch)

Personal Banker

Pharmacy Tech

Sales Trainee

SPECIALIST, ACCOUNTING

PHARMACY/TECHNICIAN

Produce Associate

Grocery Clerk

Baker and Packager Associate

Merchandise and Stocking Associate

Patient Access Specialist - Peoria Plastic Surgery

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