Financial Services Representative
1 week ago
We are seeking a highly skilled and dedicated individual to join our team as a Branch Office Administrator. This role is ideal for someone who thrives in a dynamic environment and is passionate about delivering exceptional client service.
About the Role
In this position, you will be working closely with Financial Advisors to help clients achieve their long-term financial goals. As a Branch Office Administrator, you will play a critical role in building strong relationships with clients, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.
Key Responsibilities
* Deliver exceptional personalized service to ensure clients feel understood and informed
* Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
* Actively listen for situations in the clients' lives that may indicate a need for additional services
* Drive marketing activities such as planning and executing events
What We Offer
We believe in a human-centered approach and strive to improve the lives of our clients, colleagues, and communities. Our compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. We also offer a 401k retirement plan, tax-advantaged accounts, and paid time off.
Skills and Qualifications
To succeed in this role, you will need:
* 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
* Willingness to learn how financial services/markets work
Join Our Team
We are proud to be a Fortune 500 company where people come first. With over 8 million clients and 19,000 Financial Advisors across the U.S. and Canada, we're committed to providing a supportive and inclusive work environment. If you're passionate about delivering exceptional client service and want to make a meaningful impact, we encourage you to apply.
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