Financial Services Representative

7 days ago


Des Moines, Iowa, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Assist financial advisors in developing and implementing client plans, including identifying opportunities to create efficiency and deepen client relationships.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely and accurate completion of tasks.
  • Stay up-to-date with current and new office technology, and provide training and support to colleagues as needed.
  • Participate in the annual business planning process to assist in developing strategies for the upcoming year.
  • Drive marketing activities, such as planning and executing events, to promote the firm's services and products.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, a 401(k) or Group RRSP, and competitive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

Requirements
  • Ability to deepen and broaden client relationships.
  • Ability 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.
About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

We are committed to creating a workplace where everyone feels like they belong. We value different viewpoints to help achieve results and provide a comprehensive 6-month training program, including an experienced peer to help mentor you.



  • Des Moines, Iowa, United States Ia Icul Full time

    **Job Summary:**We are seeking a highly skilled and motivated Financial Services Representative to join our team at Ia Icul. As a Financial Services Representative, you will be responsible for delivering exceptional member experiences by serving as a trusted financial partner to our members and their families.**Key Responsibilities:**Perform routine member...


  • Des Moines, Iowa, United States Ia Icul Full time

    Job Title: Member Service RepresentativeAt Ia Icul, we are seeking a highly skilled and dedicated Member Service Representative to join our team. As a key member of our staff, you will be responsible for delivering exceptional member experiences by serving as a trusted financial partner to our members and their families.Key Responsibilities:Perform routine...


  • Des Moines, Iowa, United States Iowa Credit Full time

    Job SummaryWe are seeking a highly skilled Member Service Representative to join our team at Iowa Credit. As a key member of our financial services team, you will be responsible for delivering exceptional member experiences by providing trusted financial guidance and support.Key ResponsibilitiesProcess member transactions, including deposits, withdrawals,...


  • Des Moines, Iowa, United States The Principal Financial Group Full time

    Financial Counselor I RoleWe are seeking a skilled Financial Counselor I to serve as our primary customer service contact, providing exceptional value and service to our clients. In this role, you will develop effective financial solutions, enhance customer experience, and collaborate with our team to drive business growth.Key Responsibilities:Provide...


  • Des Moines, Iowa, United States City of Des Moines, Iowa Full time

    **Treasury Customer Service Representative**The City of Des Moines, Iowa is seeking a highly motivated and professional individual to join our Finance Department as a Treasury Customer Service Representative.Key Responsibilities:Perform public-facing Treasury transactions with accuracy and efficiency.Provide exceptional customer service to our citizens and...


  • Des Moines, Iowa, United States Vision Financial Group, LLC Full time

    Job SummaryVision Financial Group, LLC, a dynamic and holistic financial advisory firm, is seeking a fully licensed Financial Advisor to join our team of financial professionals. The successful candidate will be congenial, organized, and will exhibit a keen interest in finance-related topics with the desire to help clients work toward their goals.Key...


  • Des Moines, Iowa, United States Vision Financial Group LLC Full time

    Job OverviewVision Financial Group LLC, a dynamic and holistic financial advisory firm, is seeking a fully licensed Financial Advisor to join our team of financial professionals. The successful candidate will be congenial, organized, and will exhibit a keen interest in finance-related topics with the desire to help clients work toward their goals.Key...


  • Des Moines, Iowa, United States kevinvanwyk Full time

    About Our AgencyWe are a dynamic and growth-oriented insurance and financial services agency dedicated to making a positive impact in the lives of our customers and the community. Our team is comprised of highly motivated and results-driven individuals who are passionate about delivering exceptional service and achieving personal and professional growth.Job...


  • Des Moines, Iowa, United States James Walford - State Farm Agent Full time

    Job Description**Position Overview:**Are you a people person with excellent communication skills? Do you enjoy working with customers and building relationships? If you answered yes to these questions, working as a Customer Service Representative for James Walford - State Farm Agent may be the career for you.**Responsibilities:**Establish and maintain strong...


  • Des Moines, Iowa, United States Community Choice Financial Family of Brands Full time

    About the RoleWe are seeking a highly skilled and experienced Assistant Store Manager to join our team at Community Choice Financial Family of Brands. As a key member of our store management team, you will be responsible for providing exceptional customer service, leading a team of customer service representatives, and ensuring the overall success of our...


  • Des Moines, Iowa, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferHourly Wage: $16/hour for up to 30 days, with potential for promotion to a...


  • Des Moines, Iowa, United States Global Atlantic Financial Group Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our Global Atlantic Operations team in Batesville, IN. As a key member of our team, you will be responsible for providing exceptional customer service to our preneed and annuity customers, internal and external, through phone calls, post-call activities, and completion of...


  • Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    Client Relations Specialist IWe are in search of dedicated relationship builders who prioritize customer satisfaction, are motivated by sales success, excel in problem-solving, and possess strong communication skills. Our ideal candidates thrive in collaborative environments and are committed to placing customers and agents at the forefront of their efforts,...


  • Des Moines, Iowa, United States New York Life Des Moines GO Full time

    Unlock Your Potential as a Financial AdvisorAt New York Life Des Moines GO, we're seeking a talented and ambitious individual to join our team as an Entry-Level Financial Advisor. As a Financial Advisor, you'll play a vital role in helping clients achieve their financial goals and secure their future.Key Responsibilities:Develop and maintain strong...


  • Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    Claims Service RepresentativeAre you someone who excels in a dynamic work environment that demands effective multitasking and exceptional organizational abilities? Do you possess a proactive mindset coupled with a positive demeanor? If you have experience in MedPay/PIP and a strong focus on customer service, this Claims Service Representative role may be the...


  • West Des Moines, Iowa, United States Watercress Financial Group LLC Full time

    Job SummaryWe are seeking a skilled Customer Service Representative to provide exceptional support to our customers. The ideal candidate will possess strong communication skills, a solid understanding of financial products and services, and the ability to work in a fast-paced call center environment.ResponsibilitiesProvide account-level information to...


  • Des Moines, Iowa, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled Field Supervisor 2 to join our Principal Advised Services team. In this role, you will be responsible for reviewing products and services to ensure they meet firm standards and regulations, while maintaining a high level of customer satisfaction through timely and accurate reviews.Key ResponsibilitiesConduct...


  • Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    Claims Service RepresentativeAre you adept at managing multiple tasks in a dynamic work environment? Do you possess strong organizational capabilities and a proactive mindset? If you have prior experience with MedPay/PIP and a robust customer service orientation, this Claims Service Representative role may be an excellent match for you.About Us: At Farm...


  • Des Moines, Iowa, United States Mutual of Omaha Full time

    Financial Representative Trainee Job OverviewAs a Financial Representative Trainee at Mutual of Omaha, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all...


  • West Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients and agents, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide first-call resolution...