Financial Services Coordinator
2 weeks ago
We are seeking a highly skilled and motivated Financial Services Coordinator to join our team at Edward Jones. As a key member of our branch office, you will play a vital role in providing exceptional client service and supporting the success of our financial advisors.
About Us:
- Edward Jones is a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada.
- We are a privately-owned firm, placing the focus on our clients rather than shareholder returns.
- Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
Key Responsibilities:
- You will be responsible for delivering personalized service to our clients, ensuring they feel understood and informed.
- You will work closely with our financial advisors to develop strategies for the upcoming year and assist in implementing them.
- You will actively listen for situations in the clients' lives that may indicate a need for additional services.
- You will drive marketing activities such as planning and executing events to attract new clients.
Requirements:
- A strong ability to deepen and broaden client relationships.
- The ability to identify opportunities to create efficiency in our processes.
- Strong ability to work independently in a deadline-driven environment.
- Able to manage multiple priorities and tasks simultaneously.
- Proficient in current and new office technology.
- Willingness to learn about financial services and markets.
What We Offer:
- A competitive compensation package, including bonus potential, profit sharing, a 401(k) or Group RRSP, and comprehensive health benefits.
- Paid time off, including vacation, sick leave, holidays, and personal days.
Salary Range: The estimated salary for this role is between $47,256 and $56,707 per year, based on location and experience.
About This Role:
- This is a full-time position, with a regular schedule and occasional overtime.
- You will work independently but have access to a wide support network within the company.
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