Financial Services Associate

3 days ago


Sturbridge, Massachusetts, United States Edward Jones Full time
Job Overview

We are seeking a highly motivated and organized individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will be responsible for delivering exceptional personalized service to our clients, building strong relationships, and driving business growth.

Key Responsibilities:
  • Deepen and broaden client relationships through proactive communication and relationship-building activities
  • Identify opportunities to create efficiency and improve processes to enhance client experience
  • Work independently and manage multiple priorities in a deadline-driven environment
  • Stay up-to-date with current and new office technology to provide excellent support to clients and colleagues
  • Develop a strong understanding of financial services and markets to provide informed guidance to clients
What We Offer:
  • A comprehensive 6-month training program, including an experienced peer mentor
  • A wide support network that extends from the branch office to the region and home office
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results
  • A rewards program that promotes a long-term career, financial security, and well-being for you and your family
Requirements:
  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership, and we are committed to creating a workplace where everyone feels valued, respected, and supported.



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