Financial Services Representative

7 days ago


Lake Odessa, Michigan, United States Edward Jones Full time

We are looking for a talented individual to join our team as a Financial Services Representative in a client support role. As a key member of our branch team, you will work closely with financial advisors to deliver exceptional personalized service to our clients.

Key Responsibilities
  • Provide first-class customer 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
  • Able to deepen and broaden client relationships
  • Able 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

We offer a competitive compensation package, including a salary range of $20.04-$23.43 per hour. Full-time associates also receive a comprehensive benefits package, which includes medical and prescription drug coverage, dental and vision coverage, short- and long-term disability coverage, basic life insurance, and more. We observe 10 paid holidays and provide 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time and personal days. Associates may be eligible for bonuses and profit sharing. We also offer flexible spending accounts, health savings accounts, and a 401(k) retirement plan.

About Us

At Edward Jones, we are committed to partnering for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We value diversity, equity, and inclusion and strive to create an inclusive environment where everyone feels like they belong. Join us and discover a career where you can grow, contribute, and make a difference.



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