Financial Services Representative

2 days ago


Osage, Iowa, United States Edward Jones Full time

We're looking for a highly motivated and organized individual to join our team as a Branch Office Administrator. As a BOA, you'll play a critical role in providing exceptional client service, working closely with financial advisors to help clients achieve their long-term financial goals.

Company Overview

Edward Jones is a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the US and Canada. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Our purpose is to improve the lives of our clients and colleagues, and together, better our communities and society. We value diversity and inclusion, and we believe that everyone deserves to be seen, heard, respected, and supported.

Salary

The estimated salary for this position is between $20.00 and $22.26 per hour, depending on experience and qualifications. In addition to a competitive salary, Edward Jones offers a comprehensive benefits package, including medical, dental, vision, and 401(k) retirement plan.

Job Description

In this role, you'll be responsible for:

  • Providing exceptional client service, responding to client inquiries, and resolving issues in a timely and professional manner
  • Working closely with financial advisors to help clients achieve their long-term financial goals
  • Maintaining accurate and up-to-date records, ensuring compliance with regulatory requirements
Required Skills and Qualifications

To be successful in this role, you'll need:

  • A high school diploma or equivalent required; associate's or bachelor's degree preferred
  • 1-2 years of experience in a customer-facing role, preferably in a financial services industry
  • Strong communication and interpersonal skills, with the ability to work effectively with diverse groups
  • Proficient in current and new office technology, with the ability to learn new systems quickly
Benefits

As an Edward Jones employee, you'll enjoy a range of benefits, including:

  • Comprehensive medical, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Ten paid holidays and 15 days of vacation per year
  • Sick time, personal days, and a paid day for volunteerism
Why Join Us?

At Edward Jones, we're committed to creating a positive impact in the lives of our clients, colleagues, and communities. If you're passionate about delivering exceptional client service and making a difference in people's lives, we encourage you to apply for this exciting opportunity.



  • Osage, Iowa, United States Sam's Club Full time

    About the JobSam's Club is seeking a highly motivated and customer-focused individual to join our team as a Retail Associate in the Rochester, MN location. As a key member of our sales floor team, you will be responsible for providing exceptional customer service, maintaining a positive attitude, and ensuring a clean and organized shopping environment.Job...


  • Osage, Iowa, United States Family Dollar Full time

    About Family DollarFamily Dollar is a leading retailer offering a wide range of products and services to its customers.Job Description:Key Responsibilities:Provide exceptional customer service by greeting customers, answering questions, and assisting with merchandise selection.Operate cash registers efficiently, processing transactions and handling customer...


  • Osage Beach, Missouri, United States Bankers Life Full time

    Financial Services Career OpportunityWe are seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives at Bankers Life, one of the most respected companies in the Financial Services industry.Key Responsibilities:Develop a client base by growing relationships with your network and establishing strong customer...


  • Osage Beach, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Osage Beach, MO, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....


  • Osage Beach, United States HONEST ABE'S HOME SERVICES Full time

    We are looking for a customer-oriented Service Representative. A Customer Service Representative (CSR) will act as a liaison to provide product/service information and resolve any emerging problems that our customer accounts may face with accuracy and efficiency. The best CSRs are genuinely excited to help customers; they're patient, empathetic, and...


  • Osage Beach, Missouri, United States HONEST ABE'S HOME SERVICES Full time

    HONEST ABE'S HOME SERVICES is seeking a highly motivated and customer-focused Customer Service Representative. As the face of our company, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Responsibilities:Manage high volumes of incoming calls and respond to customer inquiries with...


  • Osage Beach, Missouri, United States Wal-Mart Stores , Inc. Full time

    Job DescriptionJob Title: Cashier & Front End ServicesJob Summary: We are seeking a friendly and efficient customer service representative to join our team as a cashier and front-end services associate. As a key member of our store team, you will play a vital role in providing excellent customer service and ensuring a positive shopping experience for our...


  • Osage Beach, Missouri, United States Central Ozarks Medical Center Full time

    Job OverviewCentral Ozarks Medical Center is seeking a dynamic and strategic Financial Leader to join our team. This role will play a crucial part in driving the organization's financial success, ensuring compliance with regulatory requirements, and contributing to the achievement of our mission.About UsCentral Ozarks Medical Center has been providing...


  • Osage Beach, United States Central Bancompany Full time

    Assist customers with all aspects of opening and maintaining personal and commercial accounts. Provides a variety of teller and savings/checking account services such as handling deposits, withdrawals, payments, greeting customers and maintaining accounts. Greet customers as they enter the Bank and direct them to the proper department or individual. Assist...


  • Osage Beach, United States Central Bancompany Full time

    Assist customers with all aspects of opening and maintaining personal and commercial accounts. Provides a variety of teller and savings/checking account services such as handling deposits, withdrawals, payments, greeting customers and maintaining accounts. Greet customers as they enter the Bank and direct them to the proper department or individual. Assist...


  • Osage Beach, Missouri, United States Walmart Full time

    **Company Overview:**Walmart, a leading retail corporation, is seeking experienced professionals to join its team as Vision Associates.**Salary Range:** $14 - $26 per hour.About the Role:Provide exceptional customer service to meet and exceed customer expectations.Assist customers in selecting the perfect set of glasses to enhance their vision.Answer...

  • Loan Processor I

    1 month ago


    Osage, United States First Citizens Bank Full time

    Job DetailsJob Location Osage branch - Osage, IA DescriptionPOSITION SUMMARY: Under limited supervision, but following established policies and procedures, provides secretarial and administrative services for the loan department. Processes simple loans from application to closing. Establishes loan files and orders documentation required to process loans....


  • Osage, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Osage, United States Mosaic Full time

    We are currently seeking home providers in: Pottawattamie County, IA; Must know American Sign Language (ASL) Are you looking for a meaningful work opportunity in your home? Become a Host Home / Shared Living provider with Mosaic at Home®! Average annual income of $80,000 (federally tax-free) plus room & board. You must reside in the state of Iowa (due to...


  • Osage Beach, United States Knitwell Group Full time

    About usLOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style.Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just like...


  • Osage Beach, Missouri, United States Walmart Full time

    Job Description:Walmart is hiring experienced professionals to fill Vision Associate positions.Responsibilities Include:Providing personalized customer service to create a positive shopping experience.Assisting customers in choosing the right glasses to suit their needs.Processing customer transactions accurately and efficiently.Maintaining store inventory...


  • Osage Beach, Missouri, United States Walmart Full time

    About the Job:We are looking for motivated and customer-focused individuals to join our Vision Team as Vision Associates.Key Responsibilities:Deliver outstanding customer service by responding to customer inquiries and addressing their needs promptly.Help customers select the most suitable glasses to improve their visual experience.Process special orders and...


  • Osage Beach, Missouri, United States Knitwell Group Full time

    About UsLOFT is a modern, feminine, and versatile clothing brand for women. We empower them to find their authentic self-expression. Our team is committed to providing exceptional client service and creating a welcoming environment.Job Summary:We're seeking a Sales Associate to join our team. As a Sales Associate, you will be responsible for providing...


  • Osage Beach, Missouri, United States Wal-Mart Stores , Inc. Full time

    At Walmart, we're looking for a highly motivated and customer-focused Service Center Associate to join our team. As a Service Center Associate, you will play a critical role in ensuring the smooth operation of our fuel station, providing excellent customer service, and maintaining a safe and clean environment.The ideal candidate will have excellent...


  • Osage Beach, United States Knitwell Group Full time

    About us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confident wherever the day takes them. We empower women to find their authentic self-expression because feeling like yourself is always in style. Here at LOFT, we're busy styling the careers and supporting the lives of everyday optimists just...


  • Osage Beach, Missouri, United States Epic Travel Staffing Full time

    Epic Travel Staffing is a leading provider of travel nursing services, and we are currently seeking a skilled Medical-Surgical Registered Nurse to join our team.As a Med/Surg RN with Epic Travel Staffing, you will have the opportunity to work on a 13-week assignment at a top-rated facility, providing high-quality patient care and collaborating with a dynamic...


  • Osage Beach, United States Ethos Medical Staffing Full time

    Job Title: Travel Nurse RN Specialist - Med Surg ShiftWe are seeking a dedicated and skilled Travel Nurse RN to fill a 13-week contract in Osage Beach, Missouri. This opportunity is ideal for nurses who value the flexibility of travel nursing and the chance to make a positive impact in our community.About the Role:Specialize in Medical-Surgical care as a...