Financial Services Coordinator

5 days ago


Bluffton, Ohio, United States Edward Jones Full time

We're looking for a highly organized and tech-savvy Financial Services Coordinator to join our team at Edward Jones. As a key member of our branch office support team, you'll play a critical role in helping clients achieve their long-term financial goals.

**About the Role**

This full-time position is ideal for someone who excels at managing complex projects and providing exceptional client service. You'll work closely with our financial advisors to deliver personalized solutions and ensure our clients feel valued and informed.

**Key Responsibilities**

  • Manage multiple priorities in a deadline-driven environment while maintaining attention to detail
  • Develop and implement process improvements to increase efficiency
  • Provide exceptional client service through proactive communication and relationship-building activities
  • Maintain proficiency in current and new office technology
  • Participate in ongoing training and professional development to enhance skills and knowledge

**What We Offer**

We're proud to offer a competitive compensation package, including a base salary of $20,900 - $22,700 per year, depending on experience. Our comprehensive benefits program includes medical, dental, and vision coverage, as well as 401(k) retirement plan and paid time off.

Edward Jones is an equal opportunity employer committed to diversity and inclusion. If you're a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply.



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