Financial Services Associate

2 weeks ago


Mukilteo, Washington, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Deepen and broaden client relationships through proactive communication and relationship-building activities
  • Identify opportunities to create efficiency and improve processes within the branch
  • Work independently to manage multiple priorities in a deadline-driven environment
  • Stay up-to-date with current and new office technology to provide exceptional support to clients and colleagues
  • Develop a strong understanding of financial services and markets to provide informed guidance to clients
What We Offer
  • A comprehensive 6-month training program to ensure your success in the role
  • A wide support network that extends from your branch office to your region to the home office
  • A competitive compensation package that includes bonus potential, profit sharing, and comprehensive health benefits
  • A culture of continuous improvement and professional development that reflects 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 work independently and manage multiple priorities in a deadline-driven environment
  • Strong communication and relationship-building skills
  • Proficient in current and new office technology
  • Ability to develop a strong understanding of financial services and markets
  • Willingness to learn and adapt to new situations


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