Jill Gross
Financial Client Associate at Benjamin F. Edwards | Dedicated to Building Relationships Through Excellence, Teamwork and Enthusiasm
- Role
- Financial Client Associate at Benjamin F. Edwards
- Location
- South Elgin, IL, US
- LinkedIn followers
- 500 followers
About Jill Gross
With over 21 years of experience as a Realtor/Broker at Coldwell Banker and over 2 years…
Experience
Financial Client Associate
Aug 2025 — Present · St Charles, IL, US
As an FCA, you handle a myriad of tasks for your branch and FAs, providing vital client service and maintaining the efficient flow of work to support your advisors. Assist 6 Financial Advisors with all aspects of taking care of prospects and clients. Open accounts, process all paperwork, answer calls to assist a client or prospect with deposits and withdrawals, process incoming checks from clients and simple plans. Maintain security and confidentiality.
Skills
- Referrals
- Foreclosures
- Relocation
- New Home Sales
- Certified Relocation Professional
- Residential Homes
- First Time Home Buyers
- Sellers
- National Association of Realtors
- Sales
- Referrals Nationwide
- Customer Service
- Management
- Training
- Real Estate
- Buyer Representation
- Investment Properties
- Marketing
- Short Sales
- Strategic Planning
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