Financial Services Associate
2 weeks ago
We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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.
- Assist financial advisors in developing and implementing client plans, including identifying opportunities to create efficiency and deepen client relationships.
- Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects.
- Stay up-to-date with current and new office technology, and provide training and support to colleagues as needed.
- Participate in the annual business planning process to assist in developing strategies for the upcoming year.
As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and supportive environment that values diversity, equity, and inclusion. We offer a comprehensive compensation package, including a competitive salary, bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and development opportunities to help you grow and succeed in your career.
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.
Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to partnering for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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Financial Services Associate
4 weeks ago
Essexville, Michigan, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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 ResponsibilitiesDevelop and maintain strong relationships with...
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Essexville, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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