Financial Services Coordinator

4 days ago


Spring Branch, United States Edward Jones Full time
About the Opportunity

We are seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our branch office, you will play a critical role in supporting our financial advisors and providing exceptional customer service to clients.

Your primary responsibility will be to coordinate marketing activities, including planning and executing events. You will also assist with client onboarding, providing general support to our team.

In this role, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. We offer comprehensive training programs, including an experienced mentor to guide you every step of the way.

Key Responsibilities:

  • Coordinate marketing activities, including planning and executing events
  • Assist with client onboarding, providing general support to our team
  • Respond to client inquiries, resolve issues, and provide general support to our team


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