Financial Services Coordinator

4 weeks ago


Monterey, California, United States Edward Jones Full time
Transforming Client Relationships

At Edward Jones, we're committed to delivering exceptional personalized service to our clients. As a Branch Office Administrator, you'll play a critical role in building and maintaining strong relationships with our clients, helping them achieve their long-term financial goals.

About the Role

As a key member of our branch team, you'll work closely with our financial advisors to provide exceptional client service, identify opportunities to create efficiency, and drive marketing activities. You'll be responsible for delivering personalized service, taking an active role in the annual business planning process, and actively listening for situations that may indicate a need for additional services.

What We Offer

We're proud to offer a comprehensive 6-month training program, a wide support network, and a culture of continuous improvement and professional development. You'll have the opportunity to work independently, but with a team of thousands backing you every step of the way.

Skills and Requirements

To be successful in this role, you'll need to have strong communication and interpersonal skills, be able to work independently, and have a willingness to learn about financial services and markets. You'll also need to be proficient in current and new office technology.

About Us

Edward Jones is a Fortune 500 company where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We're committed to building a place where everyone feels like they belong, and we're proud of our associates' contributions to the firm and the recognitions we have received.

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