Financial Services Associate

1 week ago


Austin, Texas, United States Edward Jones Full time

**About the Role**

We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team in Austin, TX.

**Job Description:**

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

**Key Responsibilities:

  • Work independently with a team of thousands providing support and guidance.
  • Develop deep and broad client relationships.
  • Identify opportunities to create efficiency.
  • Manage multiple priorities in a deadline-driven environment.
  • Stay up-to-date with current and new office technology.

**What We Offer:**

  • A comprehensive 6-month training program, including mentorship from an experienced peer.
  • A wide support network, extending from your branch office to your region to the home office.
  • Competitive compensation package, including medical and prescription drug, dental, vision, and voluntary benefits.
  • A 401(k) retirement plan and tax-advantaged accounts, such as health savings accounts and flexible spending accounts.
  • 10 paid holidays and 15 days of vacation per year, plus sick time and personal days.

**Requirements:**

  • Prior experience in financial services or a related field is preferred.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficiency in current and new office technology.

**Estimated Salary Range:** $50,000 - $70,000 per year, depending on experience and qualifications.

**Location:** Austin, TX.



  • Austin, Texas, United States Meron Financial Agency Full time

    Unlock Your Financial PotentialWe're a leading financial services agency committed to empowering individuals and businesses to achieve their financial goals.About UsMeron Financial Agency is dedicated to providing a client-centric approach, cutting-edge technology, and a supportive team environment. Our mission is to help you succeed while enjoying work-life...


  • Austin, Texas, United States Truwest Credit Union Full time

    Job SummaryWe're seeking a highly motivated and detail-oriented individual to join our team as a Financial Service Center Associate. In this role, you will provide exceptional customer service, process transactions, and perform various administrative tasks to help our members achieve their financial goals. If you're passionate about working in a fast-paced...


  • Austin, Texas, United States Global Financial Impact - Marco Esquivel Full time

    At Global Financial Impact, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. This is an exciting opportunity for individuals who are passionate about helping clients achieve their financial goals.Salary InformationThe estimated annual salary for this position ranges from $25,000 part-time to $120,000...


  • Austin, Texas, United States Oportun Full time

    Empowering Financial FuturesOportun, a mission-driven fintech, is seeking qualified candidates to join its team as a Member Loyalty Representative. This role offers an opportunity to make a positive impact on the lives of Oportun's 2 million members by providing exceptional customer service and support.About OportunFounded in [missing], Oportun has provided...


  • Austin, Texas, United States Century Consulting Services Full time

    Transforming Lives through Debt ReliefCentury Consulting Services is a pioneer in the financial services industry, dedicated to empowering clients to break free from high-interest loans and credit card debt. As an Account Executive, you'll be the trusted advisor for clients seeking debt relief solutions.

  • Senior Sales Director

    2 weeks ago


    Austin, Texas, United States LPL Financial Full time

    About LPL FinancialLPL Financial is a leading independent broker-dealer, providing an integrated platform of proprietary technology, brokerage, and investment advisor services. Our company values creativity, growth, and teamwork, making it an ideal place to build a career.Job OverviewThe Vice President (VP), Sales Strategy, LPL Business Solutions plays a...


  • Austin, Texas, United States Nizari Progressive Credit Union Full time

    Job OverviewThe Nizari Progressive Credit Union is seeking a highly motivated and detail-oriented Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to our members while handling cash transactions with accuracy and efficiency.Key Responsibilities:Process cash...

  • Financial Associate

    3 weeks ago


    Austin, Texas, United States Beacon Hill Full time

    Beacon Hill, a leading staffing solutions provider, is seeking an experienced Financial Associate to join their team in Texas.Salary: The estimated annual salary for this position is $55,000-$65,000, depending on experience.Job Description:We are looking for a detail-oriented and organized individual to support our client's financial operations. The...


  • Austin, Texas, United States American Health Imaging Full time

    Job OverviewAmerican Health Imaging is a leading healthcare provider seeking a highly skilled Radiology Financial Associate to join our collections department in Austin, TX.


  • Austin, Texas, United States Edward Jones Full time

    Edward Jones: A Career of Purpose and GrowthWe're a Fortune 500 company that prioritizes people over profits. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to creating positive impact in our communities and society.A Culture of Inclusion and ExcellenceWe believe in valuing diverse perspectives and...


  • Austin, Texas, United States Nextgen information services Full time

    Job Title:Financial Systems ExpertAbout the Role:We are seeking a highly skilled and experienced Financial Systems Expert to join our team at Nextgen Information Services. The ideal candidate will have a strong background in finance system administration, specifically with Concur.Responsibilities:The successful candidate will be responsible for managing user...


  • Austin, Texas, United States Bank of America Full time

    About This Role:Austin, Texas - Job Title: Client Relationship SpecialistSalary Range: $40,000 - $60,000 per year.We are seeking a skilled Client Relationship Specialist to join our team in Austin, Texas. In this role, you will be responsible for building strong relationships with clients, providing excellent customer service, and driving business growth.You...

  • Service Design Lead

    2 weeks ago


    Austin, Texas, United States LPL Financial Full time

    Company OverviewLPL Financial is a leading independent broker-dealer that offers an integrated platform of proprietary technology, brokerage, and investment advisor services. Our mission is to provide objective financial guidance to everyone.Job DescriptionWe are seeking an experienced Service Design Lead to join our Business and Wealth Solutions department....


  • Austin, Texas, United States REAP Financial Full time

    Job Description:We are seeking a highly organized and detail-oriented Client Service Expert to join our team at REAP Financial Group. The successful candidate will be responsible for ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.The position requires the ability to perform...


  • Austin, Texas, United States PFS - Professional Financial Services Full time

    Professional Financial Services (PFS) is a leading provider of retail installment contracts for new and used automobiles, trucks, and motorcycles.We are seeking a highly skilled Customer Service and Account Management Professional to join our team. This individual will be responsible for providing exceptional customer service and resolving problems in a...


  • Austin, Texas, United States Presbyterian Children's Homes and Services Full time

    We are committed to providing Christ-centered care and support to children and families in need. At Presbyterian Children's Homes and Services, we believe in living our mission and inspiring strength-focused, family-centered, and goal-driven care for every client.As a Financial Services Specialist, you will play a crucial role in maintaining accurate and...


  • Austin, Texas, United States REAP Financial Full time

    Client Service SpecialistREAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning, empowering families to reimagine what matters most. Our home office is located in Northwest Austin.The purpose of this position is to ensure smooth day-to-day operations and provide exceptional customer service to existing clients &...


  • Austin, Texas, United States Austin Telco Federal Credit Union Full time

    Austin Telco Federal Credit Union is a community-focused organization dedicated to helping its members achieve their financial goals. As a Part-Time Teller, you will play a vital role in providing exceptional member service, processing transactions, and promoting our credit union products and services.About the Role:Process counter transactions, mail, and...


  • Austin, Texas, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to work with clients to understand their financial goals and provide guidance on investment options.ResponsibilitiesProvide exceptional customer service to clients through inbound phone...


  • Austin, Texas, United States D.A. Davidson Full time

    At D.A. Davidson, we are seeking a reliable and hardworking Financial Services Representative to join our team. This role is responsible for executing financial services cashiering and administrative duties, providing exceptional client service, and handling incoming calls and correspondence.The ideal candidate will have excellent communication and...