Financial Services Representative

hace 3 semanas


San Juan, San Juan, Puerto Rico Edward Jones A tiempo completo
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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.
  • Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a deadline-driven environment and maintain a high level of productivity.
  • Stay up-to-date with current and new office technology and apply this knowledge to improve client service and efficiency.
  • Participate in comprehensive training and development programs to enhance skills and knowledge.
What We Offer

We offer a competitive compensation package, including a base salary, bonus potential, and comprehensive benefits. Our team is committed to continuous improvement and professional development, and we recognize individual efforts through a rewards program.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services and markets work.
About Us

Edward Jones is a Fortune 500 company that values its associates and recognizes individual contributions. We are committed to creating a culture of continuous improvement and professional development, and we strive to be the best place to start or build your career.



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