Financial Services Representative

3 weeks ago


Crookston, Minnesota, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will be responsible for providing exceptional client service, managing multiple priorities, and working closely with our financial advisors to achieve our clients' financial goals.

Key Responsibilities
  • Deliver personalized service to clients, ensuring they feel understood and informed
  • Take an active role in the annual business planning process to develop strategies for the upcoming year
  • Actively listen for situations in clients' lives that may indicate a need for additional services
  • Drive marketing activities, such as planning and executing events
What We Offer
  • 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


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