Financial Services Coordinator

1 day ago


Stanley, North Carolina, United States Edward Jones Full time
About the Role

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
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide administrative support to financial advisors, including scheduling appointments, managing client communications, and maintaining accurate records.
  • Assist in the development and implementation of marketing strategies to attract new clients and grow existing relationships.
  • Collaborate with the branch team to achieve business objectives and improve client satisfaction.
What We Offer
  • A comprehensive training program to ensure your success in the role.
  • A supportive and inclusive work environment that values diversity and promotes professional growth.
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive benefits.
  • Opportunities for career advancement and professional development.
Requirements
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in current office technology, including software applications and hardware.
  • A willingness to learn and adapt to new technologies and processes.
About Edward Jones

Edward Jones is a Fortune 500 company that values its associates and is committed to providing a positive and inclusive work environment. We are proud to serve over 8 million clients and are dedicated to helping them achieve their financial goals.



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