Financial Services Coordinator

2 weeks ago


Greeley, Colorado, United States Edward Jones Full time
Job Overview

We are seeking a highly skilled and motivated Financial Services Coordinator to join our team. This role is responsible for providing exceptional support to our financial advisors, helping them to build strong relationships with our clients and drive business growth.

Key Responsibilities:

  • Assist financial advisors in client meetings, provide administrative support, and maintain accurate records.
  • Develop and implement strategies to deepen and broaden client relationships, identifying opportunities to create efficiency and improve customer satisfaction.
  • Work closely with the branch team to achieve business objectives, including contributing to annual business planning and implementing marketing activities.

Requirements:

  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Proficient in current and new office technology, with a willingness to learn how financial services markets work.
  • Ability to manage multiple priorities in a deadline-driven environment, with a focus on delivering high-quality results.

Benefits:

  • A competitive salary of $21.24 - $24.83 per hour, plus benefits including medical and prescription drug coverage, dental, vision, and voluntary benefits.
  • A comprehensive training program, including an experienced peer to help mentor you.
  • Ongoing professional development opportunities, to support your career growth and success.

About Us:

Edward Jones is a Fortune 500 company, dedicated to serving over 8 million clients across the US and Canada. We value diversity and inclusion, and are committed to creating a workplace where everyone feels like they belong.



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