Customer Service Associate

7 days ago


Independence, Ohio, United States Edward Jones Full time

We are seeking a Customer Service Associate - Financial Planning Expert to join our team at Edward Jones. As a key member of our branch office, you will play a critical role in helping clients achieve their financial goals.

Job Overview

This is a full-time position that offers a competitive compensation package, including a salary range of $20.04 - $23.43 per hour, based on location and experience. The successful candidate will have the opportunity to work with a dynamic team and contribute to the success of our clients.

The ideal candidate will be a strong communicator with excellent customer service skills and a passion for helping others. They will also have a strong understanding of financial services and markets, as well as the ability to work independently and manage multiple priorities in a deadline-driven environment.

About Us

At Edward Jones, we are committed to building a place where everyone feels like they belong. We pride ourselves on being a Fortune 500 company that values our associates' contributions and recognizes individual efforts through a rewards program. Our inclusive environment encourages continuous improvement and professional development, and we are proud to offer a wide range of benefits to our associates, including comprehensive training, a supportive network, and opportunities for career growth.

Responsibilities
  • Deliver exceptional personalized service to clients, ensuring they feel understood and informed about their financial options.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client relationships.
  • Manage multiple priorities in a deadline-driven environment and maintain a high level of accuracy and attention to detail.
Requirements
  • A strong understanding of financial services and markets.
  • Excellent customer service skills and a passion for helping others.
  • Ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn and adapt to changing circumstances.


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