Financial Services Representative

2 weeks ago


Corvallis, Oregon, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in providing exceptional client service and supporting the financial advisor in achieving their goals.

Key Responsibilities
  • Provide exceptional client service and support to clients, including answering phone calls, responding to emails, and resolving client inquiries.
  • Assist the financial advisor in preparing for client meetings, including gathering information, preparing materials, and coordinating logistics.
  • Help maintain accurate and up-to-date client records, including updating client information and tracking client interactions.
  • Contribute to the development and implementation of marketing strategies to attract new clients and retain existing ones.
  • Collaborate with the financial advisor to identify opportunities to improve client relationships and increase revenue.
Requirements
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and management.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficient in Microsoft Office, including Word, Excel, and Outlook.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
What We Offer

We offer a competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. We also offer opportunities for professional growth and development, including training and education programs.



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