Financial Services Team Coordinator
6 days ago
We are seeking a highly skilled and motivated Financial Services Team Coordinator to join our team. This role is perfect for individuals who enjoy building relationships, solving problems, and thinking critically.
As a Financial Services Team Coordinator, you will be part of a dynamic team that works closely with financial advisors to deliver exceptional client experiences. Your primary responsibility will be to get to know our clients so well that you can anticipate their needs and provide tailored solutions.
The ideal candidate will have strong communication and interpersonal skills, with the ability to work independently and as part of a team. You should also be proficient in current office technology and willing to learn about financial services and markets.
Key Responsibilities- Deliver personalized service to ensure clients feel understood and informed
- Take an active role in annual business planning to develop strategies for the upcoming year
- Actively listen for situations that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
We offer a competitive compensation package, including a salary range of $22.26/hour, based on experience and qualifications. Our comprehensive benefits program includes medical, dental, and vision coverage, as well as opportunities for professional development and growth.
About UsEdward Jones is a Fortune 500 company where people come first. We are proud to serve over seven million clients across the U.S. and Canada, and we're committed to creating a workplace culture that values diversity, equity, and inclusion.
Our purpose is to improve the lives of our clients, colleagues, and communities through innovative, flexible, and inclusive practices. If you share our values and are passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.
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