Financial Services Coordinator

15 hours ago


Charleston, West Virginia, United States Edward Jones Full time
Job Overview

We are seeking a highly skilled and motivated individual to join our team as a Financial Services Coordinator. In this role, you will have the opportunity to work closely with clients to understand their financial goals and objectives, and provide tailored solutions to help them achieve success.

The ideal candidate will possess excellent communication and interpersonal skills, be able to work independently, and have a strong understanding of financial services and markets. We offer a competitive salary range of $20-$22 per hour, depending on experience.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Provide personalized service to clients, including account management and financial planning
  • Stay up-to-date on industry trends and developments to ensure that clients receive the best possible advice
  • Work closely with financial advisors to develop and implement effective strategies for client growth and retention

Requirements:

  • Bachelor's degree in business or related field
  • Minimum 1 year of experience in financial services or a related field
  • Strong understanding of financial services and markets
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

We offer a comprehensive benefits package, including medical and prescription drug, dental, vision, and life insurance. Our 401(k) retirement plan and tax-advantaged accounts provide opportunities for long-term savings and security. We also offer paid time off, sick leave, and holidays.

At Edward Jones, we believe in providing our associates with the support and resources they need to succeed. We offer ongoing training and development opportunities, as well as access to our Employee Assistance Program. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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