Financial Services Relationship Builder

4 weeks ago


Metairie, Louisiana, United States Edward Jones Full time

Company Overview

We are a leading financial services firm dedicated to providing exceptional client experiences and delivering long-term growth. Our commitment to our clients, colleagues, and communities drives everything we do.

Salary

Competitive compensation package with an estimated annual salary of $21.73, including opportunities for merit-based salary increases as you progress in the role.

Job Description

In this Branch Office Administrator role, you will be part of a dynamic team that collaborates with Financial Advisors to help clients achieve their most cherished financial goals. Your primary responsibilities will include:

  • Delivering exceptional personalized service to ensure clients feel understood and informed

  • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year

  • Actively listening for situations in the clients' lives that may indicate a need for additional services

  • Driving marketing activities such as planning and executing events

Required Skills and Qualifications

To succeed in this role, you will possess:

  • 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

Benefits

As an Edward Jones associate, you can expect:

  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions

  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results

  • A comprehensive benefits package, including medical, dental, vision, and 401(k) retirement plan, as well as opportunities for bonuses and profit sharing


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