Financial Services Relationship Specialist

1 day ago


De Pere, Wisconsin, United States Edward Jones Full time

At Edward Jones, we are committed to delivering exceptional client service and fostering long-term relationships. As a Branch Office Administrator, you will play a vital role in helping our clients achieve their financial goals.

Job Overview

This is a full-time position with a competitive salary range of $20.04-$23.43 per hour, depending on experience. Our team provides comprehensive training, a wide support network, and opportunities for professional development. You will work independently but be part of a large team that values collaboration and continuous improvement.

Key Responsibilities
  • Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing 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.
Requirements

To be successful in this role, you should possess:

  • A strong ability to deepen and broaden client relationships.
  • The ability to identify opportunities to create efficiency.
  • A high level of independence and self-motivation.
  • The ability to manage multiple priorities in a deadline-driven environment.
  • Proficiency in current and new office technology.
  • A willingness to learn about financial services and markets.
Benefits

We offer a comprehensive compensation package, including:

  • Medical, dental, vision, and prescription drug coverage.
  • Short- and long-term disability insurance.
  • Basic life and AD&D insurance.
  • A 401(k) retirement plan with company match.
  • Flexible spending account and health savings account options.
  • Ten paid holidays and 15 days of vacation time.
  • Sick time and personal days.
  • A paid day for volunteerism.

We value diversity, equity, and inclusion, and strive to create a workplace where everyone feels welcome and supported. We do not discriminate based on race, color, gender, religion, national origin, age, disability, or other protected characteristics.



  • De Pere, Wisconsin, United States Edward Jones Full time

    Company Overview:At Edward Jones, we prioritize our associates' contributions and well-being. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be a privately-owned firm focusing on client satisfaction rather than shareholder returns.We partner for positive impact to improve the lives of our clients,...


  • De Pere, Wisconsin, United States Edward Jones Full time

    Overview of the Branch Office Administrator RoleAt Edward Jones, we're looking for a highly skilled and dedicated individual to join our team as a Branch Office Administrator. This role is perfect for someone who is passionate about building strong relationships with clients and helping them achieve their financial goals.Compensation Package:We offer a...


  • De Pere, Wisconsin, United States Paper Transport Full time

    Key Responsibilities:We're seeking a Customer Support Specialist to join our team at Paper Transport. In this role, you'll build relationships, prioritize customer experience, and manage freight movements. Key tasks include building loads, handling EDI updates, email and phone work, and special projects.Requirements:Qualifications for this position include...


  • De Pere, Wisconsin, United States Wisconsin Collaborative for Healthcare Quality Full time

    Join Our Team: As a Property and Casualty Client Manager at our organization, you will have the opportunity to make a meaningful impact on our clients' businesses, drive revenue growth, and contribute to our company's continued success. This role requires a strong understanding of property and casualty insurance, excellent communication skills, and a proven...


  • De Pere, Wisconsin, United States Paper Transport LLC Full time

    Job SummaryWe are seeking a highly motivated Driver Development and Recruiting Specialist to join our team at Paper Transport LLC. This role is an excellent opportunity for a career-minded individual to develop their skills in transportation and contribute to the success of our business.About the RoleThe successful candidate will be responsible for working...


  • De Pere, Wisconsin, United States Advocates for Healthy Transitional Living Full time

    We are seeking passionate and dedicated individuals to join our team as Caregiver Support Specialists. In this role, you will have the opportunity to make a meaningful difference in the lives of at-hope youth. Our goal is to provide a safe and supportive environment that fosters growth and development.As a Caregiver Support Specialist, you will work closely...


  • De Pere, Wisconsin, United States Emerald Blue Omni Workspace Full time

    Job OverviewWe're seeking a skilled Commercial Furniture Installation Specialist to join our team at Emerald Blue / Omni Workspace.As an Entry-Level Furniture Installer, you will play a vital role in unpacking, installing, and assembling various types of furniture for both residential and commercial clients. You will work in centrally located commercial...


  • De Pere, Wisconsin, United States FyterTech Nonwovens LLC Full time

    At FyterTech Nonwovens LLC, we are seeking a skilled Warehouse Specialist to join our team. This role is ideal for individuals who thrive in fast-paced environments and are passionate about delivering exceptional customer service.Job OverviewThis is a hands-on position that requires strong communication and organizational skills. As a Warehouse Specialist,...

  • Delivery Specialist

    5 days ago


    De Pere, Wisconsin, United States Certified Laboratories Inc Full time

    Job OverviewCertified Laboratories Inc is a leading provider of laboratory testing and regulatory consulting services. As a key partner to food and beverage companies, we strive to deliver expert solutions that meet the highest standards of quality and safety.We are currently seeking a skilled Delivery Specialist to join our team. This part-time role will...


  • De Pere, Wisconsin, United States Gentiva Health Services Full time

    About Us:Gentiva Health Services is a leading provider of hospice and palliative care services, with a mission to deliver compassionate care to those in need.Job Summary:We are seeking a skilled Certified Nursing Assistant (CNA) to join our team as a Hospice Aide. In this role, you will provide high-quality patient care and support to individuals and their...


  • De Pere, Wisconsin, United States Rennes Health & Rehab Center Full time

    Rennes Health & Rehab Center, a family-owned and operated organization with over 50 years of experience in delivering high-quality care services, is inviting applications for the position of Clinical Communication Specialist. The role will be responsible for planning, organizing, developing, and directing Speech Language Services to meet the needs of...


  • De Pere, Wisconsin, United States Roland Machinery Co Full time

    Service Technician - Stevens Point, WIEstimated Salary: $65,000 - $85,000 per year.About Roland Machinery Co.Roland Machinery Co. is a leading heavy equipment dealer representing over 25 manufacturers of construction, municipal, industrial, and forestry equipment across 5 states and 17 locations.We are committed to providing exceptional service and support...


  • De Pere, Wisconsin, United States Thrive Full time

    Job OverviewWe are seeking a skilled Concrete Coating Specialist to join our team at Thrive. This role offers a competitive salary of $55,000 - $70,000 per year.Job ResponsibilitiesThe successful candidate will be responsible for installing high-quality concrete coating projects, ensuring customer satisfaction and delivering exceptional results.Install...


  • De Pere, Wisconsin, United States Sherwin-Williams Full time

    About Sherwin-WilliamsAt Sherwin-Williams, we believe in careers that grow with you. Our company values diversity and inclusion, providing equal opportunities for all qualified individuals. We strive to create a work environment where everyone can thrive and let their colors shine.Salary InformationThe estimated annual salary for this role is...


  • De Forest, Wisconsin, United States Securian Financial Group Full time

    OverviewSecurian Financial Group, a Fortune 500 company, is seeking an experienced professional to fill the role of Premium Reconciliation Representative in our Madison, WI branch office location. As a leading provider of life insurance, investment products, and other financial services, we offer a rewarding career with opportunities for growth and...


  • De Pere, Wisconsin, United States Heartland Hospice Full time

    OverviewHospice care is a compassionate and patient-centered approach to caring for individuals with serious illnesses. At Heartland Hospice, we are dedicated to providing exceptional care that addresses the physical, emotional, and spiritual needs of our patients.About UsHeartland Hospice is a member of the Gentiva family, a leading provider of hospice,...


  • De Pere, Wisconsin, United States Roland Machinery Co Full time

    Job SummaryRoland Machinery Company is a leading heavy equipment dealer seeking a skilled Equipment Service Technician to join our team in Stevens Point, WI. As an Equipment Service Technician, you will play a critical role in delivering exceptional customer service and support.We offer a competitive salary of $65,000 - $85,000 per year, depending on...


  • De Pere, Wisconsin, United States Prevea Clinic, Inc. Full time

    About the OpportunityWe are seeking an experienced adult psychiatrist to join our multidisciplinary team at Prevea Clinic, Inc. This is a fantastic opportunity to work with a well-established behavioral care team, collaborate with highly skilled colleagues, and be part of a patient-centered approach to healthcare.Key ResponsibilitiesDeliver high-quality...


  • De Pere, Wisconsin, United States Wyndy LLC Full time

    Job Summary:Wyndy LLC is seeking a skilled Childcare Provider to care for a 5-month-old child. As a key member of our team, you will provide a safe and engaging environment, focusing on attentive and nurturing care.Key Responsibilities:• Provide high-quality childcare services to meet the child's physical and emotional needs• Develop and implement...


  • De Pere, Wisconsin, United States UnitedHealth Group Full time

    About UnitedHealth GroupUnitedHealth Group is simplifying the healthcare experience, creating healthier communities and removing barriers to quality care. Our mission is to help people live healthier lives and make the health system work better for everyone.We believe everyone-of every race, gender, sexuality, age, location and income-deserves the...