Financial Services Client Support Professional

6 days ago


Edmond, Oklahoma, United States Edward Jones Full time
About the Role

We are seeking a skilled and detail-oriented Financial Services Client Support Professional to join our team. As a critical member of our branch team, you will be responsible for delivering exceptional personalized service to our clients, building strong relationships, and identifying opportunities to create efficiency.

Key Responsibilities
  • Provide top-notch customer service to ensure clients feel understood and informed.
  • Take an active role in the annual business planning process to develop strategies for the upcoming year.
  • Listen actively for situations that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.
Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn about financial services and markets.
What We Offer

We offer a competitive salary range of $20.00 - $22.26 per hour, depending on experience. Our comprehensive benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also provide 401(k) retirement plans, health savings accounts, and flexible spending accounts. In addition, we observe ten paid holidays and provide 15 days of vacation for new associates.

About Us

We are Edward Jones, a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we pride ourselves on being privately-owned, focusing on our clients' needs rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities.



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