Personalized Financial Support Representative

5 days ago


Georgetown, Texas, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Personalized Financial Support Representative to join our team. As a key member of our branch office support team, you will play a vital role in delivering exceptional client service and helping individuals achieve their long-term financial goals.

Key Responsibilities

As a Personalized Financial Support Representative, your primary responsibilities will include:
  • Providing personalized support to clients through phone calls, emails, and in-person interactions.
  • Building and maintaining strong relationships with clients to understand their unique needs and preferences.
  • Assisting financial advisors in developing strategies to help clients achieve their financial objectives.
  • Coordinating marketing activities to promote financial services and products.

Skills & Qualifications

To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to work independently in a fast-paced environment. You should also have a strong understanding of financial services and markets, as well as proficiency in current office technology.

About Us

Edward Jones is a Fortune 500 company that values its associates and provides them with opportunities for growth and development. We believe in partnering for positive impact to improve the lives of our clients, colleagues, and communities. If you are passionate about delivering exceptional client service and helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

The estimated salary range for this position is between $21.24 and $24.83 per hour, depending on experience and location.

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