Financial Services Representative

7 days ago


Newark, Delaware, United States Edward Jones Full time
Company Overview

Educated and motivated individuals who value building meaningful relationships and providing exceptional service to clients are encouraged to apply for the Branch Office Administrator role at Edward Jones. Our company is a leading financial services firm that prioritizes its associates' contributions and values their unique experiences and professional backgrounds.

Estimated Salary Range

We offer a competitive compensation package, with an estimated salary range of $20.04 to $23.43 per hour, depending on location and experience. This includes comprehensive benefits, including medical and prescription drug coverage, dental, vision, short- and long-term disability, basic life insurance, and a 401(k) retirement plan.

Job Description

As a Branch Office Administrator, you will be a vital member of our team, working closely with Financial Advisors to provide exceptional personalized service to our clients. Your primary responsibilities will include:

  • Building and maintaining strong relationships with clients to understand their needs and goals
  • Assisting in the development and implementation of strategies to help clients achieve their financial objectives
  • Maintaining accurate and up-to-date records of client interactions and transactions
  • Providing exceptional customer service through phone, email, and in-person interactions
Required Skills and Qualifications

To be successful in this role, you will need:

  • A high school diploma or equivalent
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • Proficiency in current office technology, including software applications and hardware
Benefits

We offer a comprehensive benefits package, including:

  • Medical and prescription drug coverage
  • Dental, vision, and short- and long-term disability coverage
  • Basic life insurance and accidental death and dismemberment (AD&D) coverage
  • A 401(k) retirement plan with company match
  • Ten paid holidays and 15 days of vacation per year
About Us

Educated and motivated individuals who value building meaningful relationships and providing exceptional service to clients are encouraged to apply for the Branch Office Administrator role at Edward Jones. Our company is a leading financial services firm that prioritizes its associates' contributions and values their unique experiences and professional backgrounds.



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