Financial Services Associate

3 weeks ago


Springfield, Pennsylvania, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a deadline-driven environment and maintain a high level of productivity.
  • Stay up-to-date with current and new office technology and apply this knowledge to improve client service and efficiency.
  • Participate in the annual business planning process to assist in developing strategies for the upcoming year.
What We Offer

We offer a comprehensive compensation package, including a competitive salary, bonus potential, profit sharing, and comprehensive health benefits. Our team is committed to continuous improvement and professional development, and we provide opportunities for growth and advancement.

Requirements
  • Ability to deepen and broaden client relationships.
  • Ability to identify opportunities to create efficiency.
  • Strong ability to work independently.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
About Us

Edward Jones is a Fortune 500 company where people come first. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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