Financial Services Associate
3 weeks ago
Edward Jones is a Fortune 500 company that provides investment services to over 7 million clients across the United States and Canada. We are committed to building long-term relationships with our clients and helping them achieve their financial goals.
The Branch Office Administrator RoleThis role is critical to the success of our branch office, as it allows us to deliver exceptional client service and achieve our business goals. The ideal candidate will be highly organized, possess excellent communication skills, and have the ability to work independently.
Key ResponsibilitiesThe Branch Office Administrator will be responsible for:
- Managing Daily Operations: Scheduling appointments, maintaining accurate records, and performing administrative tasks.
- Providing Client Service: Delivering personalized service to clients, responding to inquiries, and resolving issues.
- Supporting Financial Advisors: Collaborating with financial advisors to achieve business goals and provide support as needed.
To be successful in this role, you will need:
- Excellent Communication Skills: Ability to effectively communicate with clients, colleagues, and management.
- Organizational Skills: Strong ability to prioritize tasks, manage multiple priorities, and maintain accurate records.
- Technical Skills: Proficient in current and new office technology, including software applications and hardware systems.
- Problem-Solving Skills: Ability to identify and resolve problems in a timely and effective manner.
The salary range for this role is $20.04 - $23.43 per hour, based on experience and qualifications.
-
Financial Services Professional
2 weeks ago
Mt Joy, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team. As a key member of our branch office, you will be responsible for delivering exceptional client service and support to our clients.In this role, you will work closely with our financial advisors to build strong relationships with clients, identify...
-
Financial Services Representative
2 weeks ago
Mt Juliet, United States Advance Financial Full timeAre you looking for a challenging and rewarding career in financial services? Do you have excellent communication skills and a passion for delivering exceptional customer service? If so, we encourage you to apply for the Financial Services Representative position at Advance Financial.As a Financial Services Representative, you will be responsible for...
-
Financial Services Representative
4 weeks ago
Mt Juliet, United States Advance Financial Full timeAt Advance Financial, we're looking for a skilled Financial Services Representative to join our team in Tennessee. As a Financial Services Representative, you will play a key role in providing exceptional customer service to our clients, assisting them with financial services and products, and working to meet and exceed sales and service goals.In this role,...
-
Financial Services Associate
3 weeks ago
Mt. Vernon, Illinois, United States Edward D. Jones Full timeAre you looking for a career that offers flexibility and opportunities for growth? As a Financial Services Associate at Edward D. Jones, you will have the chance to work with clients and help them achieve their long-term financial goals. Our team of experienced professionals provides comprehensive training and support to ensure your success in this...
-
Financial Services Associate
2 weeks ago
Mt. Pleasant, South Carolina, United States Isabella Community Credit Union Full timeJoin Our Team at Isabella Community Credit UnionWe are looking for a Financial Services Associate to provide top-notch service to our members and help them achieve their financial goals. As a member of our team, you will be responsible for assisting with financial transactions, account maintenance, and product orders.Job Summary:Assist members with financial...
-
Branch Support Associate
2 weeks ago
Mt Joy, United States Edward Jones Full timeBranch Support AssociateWe are seeking a highly organized and detail-oriented individual to fill the role of Branch Support Associate. In this position, you will provide administrative support to our financial advisors, including scheduling appointments, processing transactions, and maintaining accurate records.You will also be responsible for performing...
-
Employee Benefits Account Manager
3 days ago
Mt. Joy, United States Everence Financial Full timeEmployee Benefits Account ManagerMount Joy, PABuild trust with clients through professional competency and empathyDesign benefits packages for the employees of small to mid-sized businessesMaintain knowledge of benefits, industry trends, and carrier's products & servicesEducate & advise clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s,...
-
Financial Services Associate
3 days ago
Mt. Pleasant, South Carolina, United States Guaranty Bank & Trust Full timeYour Career AwaitsImagine working in a place where your career drives both personal success and customer satisfaction. At Guaranty Bank & Trust, we empower our customers to achieve their financial dreams and goals.Job DutiesPerform transactions such as accepting deposits and loan payments, cashing checks, issuing money orders, and cashier's checks.Provide...
-
Financial Processing Coordinator
2 weeks ago
Mt Joy, United States Horizon Farm Credit Full timeAt Horizon Farm Credit, we're committed to improving processes and serving rural America. As a Financial Processing Coordinator, you will play a key role in preparing Farm Credit EXPRESS (FCE) loans from application through closing.You will obtain all necessary documentation and ensure compliance with processing procedures and customer service standards. The...
-
Associate Team Leader
5 days ago
Mt Joy, United States H&R Block Full time553137BR Title: Associate Team Leader Our Company : At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive...
-
Financial Advisor
6 days ago
Mt Vernon, United States LPL Financial Holdings, Inc. Full timeFinancial Advisor - Banner Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Banner Bank in Mt. Vernon, WA would allow you to join the Investment Program at Banner Bank as a Financial Advisor associated with LPL Financial....
-
Cash Handling Associate
2 days ago
Mt Juliet, United States Advance Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Cash Handling Associate to join our team at Advance Financial. As a Customer Service Representative, you will be responsible for providing world-class customer service to our clients, handling a wide range of financial transactions, and working collaboratively with team members to achieve sales...
-
Financial Transaction Coordinator
1 day ago
Mt Carroll, United States Triumph Financial Full timeAbout UsWe're Triumph Financial, a diversified financial holding company headquartered in Dallas, Texas, offering a range of banking, payments, and factoring services. Our mission is to help people triumph through exceptional customer service and community involvement.Your RoleAs a Teller, you'll be at the forefront of our commitment to customer...
-
Retail Sales Associate
4 weeks ago
Mt Joy, United States WEIS LLC Full timeCareer OpportunitiesWeis Markets is a company that offers exciting career opportunities for individuals who are passionate about delivering exceptional customer experiences. As a Customer Experience Associate, you will have the chance to develop your skills and knowledge, working in a fast-paced and dynamic environment.Job DescriptionThe Customer Experience...
-
Customer Service Representative
4 weeks ago
Mt Joy, United States WEIS LLC Full timeOverviewWeis Markets is a company that values its associates and strives to create a positive work environment. As a Customer Experience Associate, you will be responsible for providing exceptional customer service and ensuring a smooth shopping experience for our customers.Job ResponsibilitiesThe Customer Experience Associate will perform various tasks,...
-
Store Service Representative
2 weeks ago
Mt Joy, United States Weis Markets Full timeStore Service Representative Job Description">We are seeking a highly motivated and customer-focused Store Service Representative to join our team at Weis Markets. As a key member of our retail staff, you will play a crucial role in delivering an outstanding shopping experience for our customers. With a strong emphasis on customer service, teamwork, and...
-
Financial Services Specialist
4 weeks ago
Mt. Pleasant, South Carolina, United States Guaranty Bank & Trust Full timeAbout UsGuaranty Bank & Trust is a leading financial institution committed to delivering exceptional customer experiences through our innovative products and services. With a rich history dating back to 1913, we have established ourselves as a trusted partner in the community, known for our integrity, professionalism, and dedication to making a positive...
-
Client Services Associate
2 months ago
Mt Pleasant, United States Alison Wealth Management Full timeCompany Description Alison Wealth Management offers a fully integrated tax, investment, and advisory experience for high-net-worth families. Our holistic approach combines tax, investment, and advisory services to help clients make smarter decisions for their wealth. We provide expertise in investment management, tax optimization, retirement planning, and...
-
Financial Advisor Burlington Mercer Counties NJ
2 weeks ago
Mt Laurel, United States Corebridge Financial Full timeWe're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what...
-
Investment Services Associate
2 weeks ago
Mt. Pleasant, South Carolina, United States Apollon Wealth Management Full timeApollo Wealth Management is seeking an experienced Investment Services Associate to join our team. In this role, you will provide high-quality service and support to financial advisors and their clients, ensuring exceptional client experiences.The Investment Services Associate will work closely with the trading and billing team to ensure accounts are set up...