Financial Services Coordinator
7 days ago
We are seeking a highly motivated Branch Support Specialist to join our team at Edward Jones. As a key member of our branch office, you will be responsible for supporting our financial advisors, delivering exceptional personalized service to our clients, and driving marketing activities.
Responsibilities
- Support financial advisors in meeting client needs.
- 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.
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.
Benefits
- A comprehensive 6-month training program including an experienced peer to help mentor you.
- A wide support network that extends from your branch office to your region to the home office.
- You'll often work independently but will have a team of thousands backing you every step of the way.
Salary
$23.25 - $27.17 per hour, based on location and experience.
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