What are the responsibilities and job description for the Financial Services Coordinator position at Edward Jones?
Company Overview
We're a financial services firm dedicated to building long-term relationships with our clients. Our team is passionate about delivering exceptional personalized service and helping individuals achieve their most cherished financial goals.
Salary and Benefits
We offer a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You'll also enjoy a 401(k) retirement plan, health savings account, flexible spending account, paid holidays, vacation time, sick leave, personal days, and a paid day for volunteerism.
About the Role
In this Client Support Team Professional role, you'll be a critical member of our branch team, working closely with Financial Advisors to help clients identify their problems and see them coming a mile away. You'll have many responsibilities, but the most important is getting to know your clients so well that you not only help them achieve their financial goals, but also understand their needs and preferences.
We're a financial services firm dedicated to building long-term relationships with our clients. Our team is passionate about delivering exceptional personalized service and helping individuals achieve their most cherished financial goals.
Salary and Benefits
We offer a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You'll also enjoy a 401(k) retirement plan, health savings account, flexible spending account, paid holidays, vacation time, sick leave, personal days, and a paid day for volunteerism.
About the Role
In this Client Support Team Professional role, you'll be a critical member of our branch team, working closely with Financial Advisors to help clients identify their problems and see them coming a mile away. You'll have many responsibilities, but the most important is getting to know your clients so well that you not only help them achieve their financial goals, but also understand their needs and preferences.
- 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
