Financial Services Coordinator

7 days ago


Lake Oswego, Oregon, United States Edward Jones Full time

At Edward Jones, we are building a place where everyone feels like they belong. Our team of experienced professionals is dedicated to providing exceptional personalized service to our clients, ensuring they feel understood and informed.

We're seeking a talented Financial Services Coordinator to join our team As a key member of our branch support team, you will work closely with our financial advisors to help clients achieve their long-term financial goals. Your strong ability to deepen and broaden client relationships will be invaluable in this role.

This is an excellent opportunity for someone who is looking to start or build their career in the financial services industry. With comprehensive 6-month training, a wide support network, and a culture of continuous improvement and professional development, you'll have everything you need to succeed.

Key Responsibilities:

  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in the clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events

We offer a competitive salary range of $23.25 - $27.17 per hour, plus benefits including medical and prescription drug coverage, dental and vision coverage, and a 401k retirement plan. If you're passionate about delivering exceptional service and helping clients achieve their financial goals, we want to hear from you



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