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Financial Services Representative

2 months ago

Galveston, Texas, United States Edward Jones Full time
Job Overview

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Provide exceptional client service and support to our clients, including answering phone calls, responding to emails, and addressing client inquiries.
  • Assist financial advisors in developing and implementing business plans, including identifying opportunities to create efficiency and deepen client relationships.
  • Manage multiple priorities in a deadline-driven environment, including coordinating events, planning marketing activities, and driving business growth.
  • Develop and maintain strong relationships with clients, financial advisors, and other stakeholders to ensure seamless communication and collaboration.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to improve client outcomes and drive business growth.
What We Offer
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • A comprehensive 6-month training program, including an experienced peer to mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • 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.
Requirements
  • 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.