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Financial Services Representative

2 months ago

Lombard, Illinois, United States Edward Jones Full time
Job Overview

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 our financial advisors in achieving their goals.

Key Responsibilities
  • Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Assist financial advisors in developing and implementing client relationships, including identifying opportunities to deepen and broaden client relationships.
  • Manage multiple priorities in a deadline-driven environment, ensuring seamless execution of tasks and projects.
  • Stay up-to-date on current and new office technology, utilizing proficiency to enhance client experiences and improve operational efficiency.
  • Collaborate with the branch team to achieve business objectives, including participating in annual business planning and driving marketing activities.
What We Offer

As a Branch Office Administrator at Edward Jones, you can expect a comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

We value diversity, equity, and inclusion, and are committed to creating a workplace where everyone feels seen, heard, respected, and supported. Our inclusive environment fosters a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.

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.