Branch Team Associate

3 days ago


Madison, Wisconsin, United States Edward Jones Full time
Job Summary

We are seeking a Branch Team Associate to join our team. In this role, you will work closely with our financial advisors to provide exceptional client service, identify opportunities to deepen client relationships, and contribute to the development of strategies for achieving our clients' long-term financial goals.

You will be responsible for managing multiple priorities in a deadline-driven environment, maintaining accurate records and reports, and working closely with our financial advisors to develop and implement marketing plans and activities that drive business growth. As a Branch Team Associate, you will be competitively compensated with an estimated salary range of $20.04 - $23.43 per hour, depending on your level of experience and qualifications.

Key Responsibilities
  • Provide exceptional client service and support to our financial advisors and clients.
  • Identify opportunities to deepen client relationships and contribute to the development of strategies for achieving our clients' long-term financial goals.
  • Work closely with our financial advisors to develop and implement marketing plans and activities that drive business growth.
  • Manage multiple priorities in a deadline-driven environment and maintain accurate records and reports.
Requirements
  • Bachelor's degree in a related field or equivalent experience.
  • Minimum 2 years of experience in a client-facing role, preferably in the financial services industry.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Proficient in current office technology, including Microsoft Office and other software applications.

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