Financial Services Coordinator

2 days ago


Hudson, Wisconsin, United States Edward Jones Full time

Are you looking for a career that allows you to make a positive impact on people's lives? As a Client Relationship Specialist at Edward Jones, you will play a critical role in helping our clients achieve their long-term financial goals.

We are seeking a highly motivated and organized individual to join our team as a Branch Support Team Member. In this role, you will work closely with our Financial Advisors to provide exceptional client service and support the development of personalized financial plans.

The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work independently in a fast-paced environment. If you are a team player who is passionate about delivering exceptional client experiences, we encourage you to apply.

Key Responsibilities:

  • Provide exceptional client service and support the development of personalized financial plans
  • Work closely with Financial Advisors to deliver high-quality client solutions
  • Conduct research and gather data to inform client recommendations
  • Manage multiple priorities and meet deadlines in a deadline-driven environment

Benefits:

  • Competitive salary: $40,000 - $50,000 per year
  • Opportunities for professional growth and development
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • A 401(k) retirement plan with company match

About Us:

At Edward Jones, we value diversity and inclusion. We are committed to creating a workplace where everyone feels welcome and valued. We offer a flexible work environment, opportunities for professional growth and development, and a comprehensive benefits package.



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