Financial Services Coordinator

1 week ago


Duncan, Oklahoma, United States Edward Jones Full time
About the Role
Are you a relationship builder, problem solver, and critical thinker? We are looking for someone to join our team as a Financial Services Coordinator. This role is a great opportunity to work with clients and financial advisors to achieve their long-term financial goals. You will be responsible for deepening and broadening client relationships, identifying opportunities to create efficiency, and working independently to manage multiple priorities in a deadline-driven environment.

About Us
We are Edward Jones, a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're 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. We value different viewpoints and believe that everyone's contributions are essential to achieving results.

Compensation
You can expect a competitive salary, with a hiring minimum of $20.00 and a maximum of $22.26. As a Financial Services Coordinator, you will also have access to a comprehensive benefits package, including medical, dental, vision, and retirement plans. Additionally, you will have the opportunity to participate in profit sharing and bonuses.

Skills and Qualifications
To succeed in this role, you should have strong communication and interpersonal skills, with the ability to build and maintain relationships with clients. You should also be proficient in current office technology and willing to learn about financial services and markets.
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