Customer Service Associate
7 days ago
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 OverviewThis 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 UsAt 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.
- 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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