Financial Services Relationship Builder
4 weeks ago
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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