Financial Services Coordinator

1 week ago


Round Rock, United States Edward Jones Full time
About the Role

As a Registered Branch Associate at Edward Jones, you will play a vital role in our client team, working closely with financial advisors to deliver exceptional service and support.

Key Responsibilities
  • Deepen client relationships and gather information for new accounts
  • Research portfolio performance and actively contribute to branch strategies
  • Work alongside a Financial Advisor to provide comprehensive support and guidance
Requirements
  • High school diploma or equivalent
  • Relevant experience in the financial services industry
  • Series 7 and Series 66 certifications
  • Ongoing training to maintain licenses
What We Offer
  • Competitive compensation package
  • Team environment with continuous learning opportunities
  • Strong support and mentorship from experienced colleagues
About Edward Jones

We are a Fortune 500 company that values diversity and strives to create a culture of continuous improvement and professional development. Our goal is to make a positive impact for our clients, colleagues, and communities.



  • Round Rock, Texas, United States Linscomb & Williams Full time

    Position OverviewAs a Financial Services Representative, you will deliver exceptional service by executing standard banking transactions while fostering strong customer relationships and a comprehensive understanding of their financial needs. Key ResponsibilitiesThrough effective relationship management, you will identify and present the most suitable...


  • Round Rock, United States Ferguson Full time

    About FergusonFerguson is a leading value-added distributor across various end markets, delivering local expertise, value-added solutions, and a comprehensive portfolio of products. Our extensive network spans 34,000 suppliers and over one million customers, making us a trusted partner in the industry.Job SummaryWe are seeking a skilled Credit Coordinator to...


  • Round Rock, Texas, United States Amy Davis - State Farm Agent Full time

    Job Description**Position Overview:**We are seeking a vibrant individual who thrives on providing exceptional customer experiences and engaging with the public to make a positive impact. As a State Farm Agent Team Member, you will have the opportunity to become an integral part of a trusted brand, promoting State Farm's premier insurance and financial...


  • Round Rock, Texas, United States Kalahari Resorts and Conventions Full time

    Kalahari Resorts Conventions offers a unique blend of a waterpark resort and conference facilities all in one location. This authentically African-themed destination features the largest indoor waterparks in America, luxurious accommodations, a full-service Spa Kalahari, an engaging family entertainment center, on-site signature dining options, distinctive...


  • Little Rock, Arkansas, United States Alchemy Financial Group Full time

    About the Insurance Agent PositionWe're seeking a motivated and competitive professional to fill the role of Insurance Agent at Alchemy Financial Group. As an Insurance Agent, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.Our ideal candidate will have excellent customer service skills for working...


  • Round Rock, Texas, United States St. David's HealthCare Full time

    Position OverviewAbout UsAt St. David's HealthCare, we pride ourselves on fostering a workplace that champions diversity and inclusion. We invite you to explore the opportunity to become an Administrative Assistant within our esteemed Cardiovascular Services team.Employee BenefitsSt. David's HealthCare offers a comprehensive rewards package designed to...


  • North Little Rock, Arkansas, United States Alchemy Financial Group Full time

    About the Insurance Sales Representative Position at Alchemy Financial GroupWe are seeking a highly motivated and competitive Insurance Sales Representative to join our team at Alchemy Financial Group. As a key member of our sales team, you will play a crucial role in expanding our business by identifying and acquiring new clients.Your primary objective will...


  • Round Rock, Texas, United States Compass Group Careers Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Nutrition Services Coordinator to join our team at Compass Group Careers. As a key member of our hospitality services team, you will be responsible for ensuring that patients receive exceptional meal service and support.Key ResponsibilitiesSecure patient meal selections and special requests via...


  • Round Rock, Texas, United States Austin Regional Clinic Full time

    **Job Summary**Austin Regional Clinic is seeking a highly organized and detail-oriented Patient Services Coordinator to join our team. As a key member of our front desk staff, you will be responsible for providing exceptional patient care and administrative support to our patients and healthcare team.**Key Responsibilities:**Serve as the initial point of...


  • Round Rock, United States Quality Inn & Suites Full time

    Job OverviewAre you enthusiastic about providing exceptional service and creating memorable experiences for guests? If so, the role of a Front Desk Receptionist at Quality Inn & Suites may be the perfect opportunity for you. In this position, you will be the first point of contact for our guests, ensuring they receive a warm welcome and all necessary...


  • Round Rock, United States Quality Inn & Suites Full time

    Job OverviewAre you enthusiastic about providing exceptional service and ensuring guest satisfaction? The role of a Hospitality Front Desk Associate may be the perfect opportunity for you. In this position, you will be responsible for welcoming guests, addressing their needs, and facilitating a seamless check-in and check-out process.Compensation:$14 - $15...


  • Round Rock, United States Quality Inn & Suites Full time

    Job OverviewAre you enthusiastic about providing exceptional service and creating memorable experiences for guests? If so, the role of a front desk receptionist at our esteemed hotel may be the perfect opportunity for you. In this position, you will be the first point of contact for our guests, ensuring they feel welcomed and valued throughout their...


  • Round Rock, Texas, United States Diocese of Austin Catholic Parishes Full time

    Position OverviewMission-Driven LeadershipAs dedicated members of the Diocese of Austin Catholic Parishes, we are committed to living out our faith through service and stewardship.Guided by the principles of our faith and the teachings of the Church, we strive to support our community and enhance our ministry through effective financial management.We are...


  • Round Rock, United States CWS CORPORATE LEASING LLC Full time $16 - $20

    Job DescriptionJob DescriptionTemporary Living.Lasting Impressions. A corporate apartment is rented to an individual or company for a short-term length of time. Corporate apartments are utilized for various reasons, including relocation, temporary job assignments, individuals in between homes or that have been displaced from their homes due to natural...


  • Little Rock, Arkansas, United States Thrivent Financial Full time

    Job Title: Client Service Specialist at Thrivent FinancialThe position of a Client Service Specialist is essential in enhancing the efficiency of financial advisors. In this role, you will manage daily tasks, including responding to client service inquiries, executing post-meeting responsibilities, maintaining client records, and performing various...


  • Round Rock, Texas, United States Texas Oncology Full time

    About the RoleThe Patient Services Representative will play a vital role in supporting our Business Office at Texas Oncology. This full-time position will be responsible for ensuring accurate and timely entry of patient information, collecting and reviewing insurance information, and processing claims for payment.Key ResponsibilitiesObtain and enter patient...


  • Round Rock, TX, United States St. David's Medical Center Full time

    Are you passionate about providing exceptional patient care? At St. David's Medical Center, we prioritize the support and development of our healthcare professionals. Join our team as a Clinical Nurse Coordinator for Endoscopy Services and take advantage of comprehensive programs designed to enhance your career at every level. St. David's Medical Center...


  • Round Rock, Texas, United States Pacific Dental Services Full time

    About the RolePacific Dental Services is seeking a highly skilled and detail-oriented Dental Office Coordinator to join our team. As a key member of our front office staff, you will play a vital role in ensuring the smooth operation of our dental practice.Key ResponsibilitiesFront Desk Operations: Manage the front desk area, greet patients, and handle phone...


  • Round Rock, United States PFS - Frisco, TX Full time

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...


  • Round Rock, United States PFS - Frisco, TX Full time

    Job DescriptionJob DescriptionAbout the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required state licenses are covered by the company.The desired candidate would possess the following skills:Excellent customer service...