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Financial Services Associate

2 months ago

Wayne, New Jersey, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to provide personalized service.
  • Assist in the development of strategies to deepen and broaden client relationships, identifying opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects.
  • Stay up-to-date with current and new office technology, utilizing skills to improve processes and enhance client experience.
  • Collaborate with the financial advisor to identify opportunities to create value for clients, driving marketing activities and executing events to achieve business objectives.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to mentor and support your development.
  • A wide support network that extends from your branch office to your region to the home office, providing guidance and resources to help you succeed.
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • 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.
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.