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Financial Services Associate
2 months ago
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.
- Provide administrative support to financial advisors, including scheduling appointments, managing client communications, and maintaining accurate records.
- Assist in the development and implementation of marketing strategies to attract new clients and grow existing relationships.
- Collaborate with the branch team to achieve business objectives and improve client satisfaction.
- A comprehensive training program to ensure your success in the role.
- A supportive and inclusive work environment that values diversity and promotes professional growth.
- A competitive compensation package, including bonus potential, profit sharing, and comprehensive benefits.
- Opportunities for career advancement and professional development.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Proficiency in current office technology, including software applications and hardware.
- A willingness to learn and adapt to new technologies and processes.