Financial Services Representative
2 days ago
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 OverviewEdward 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.
SalaryThe 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 DescriptionIn 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
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
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
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.
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