Project Coordinator, BRE

$59,886 - $98,752/Yr

Edward Jones - St. Louis, MO

Full-time - Mid Level

St. Louis, MO

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration, autonomy, and opportunity are words our headquarters associates use when talking about working at Edward Jones. These words describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. Everyone is working to make the firm better together as they grow as individuals. If these words resonate with you, we should talk. The Branch Development division at Edward Jones hires, trains, supports, and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business. Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition, and rewards in ways that best engage our unique branches. The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products, or service. This is a salaried position and available as a home-based role. We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00 pm locally.

Responsibilities

• Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team.
• Work daily to re-engage clients with our firm and to serve clients who are already engaged.
• Provide excellent client service and tailored client solutions to meet the clients' needs.
• Provide initial contact and ongoing guidance and service to the clients.
• Research and resolve any service issues or unfinished tasks.
• Work in partnership with the Client Service Administrators (CSAs) to ensure a high level of customer service.
• Keep the department apprised of any Compliance/Field Supervision concerns.

Requirements

• A bachelor's degree preferred.
• Project management certification (CAPM and/or Edward Jones) preferred.
• 1-2 years of exposure to project management.
• 1-3 years of industry or position-related experience.
• Strong verbal and written communication skills are required as the position will facilitate group meetings and will be responsible for some project communications.
• Demonstrate organizational skills and time management abilities.
• With guidance, identify, prioritize, monitor, communicate, and/or resolve elements that can impact a project.

Nice-to-haves

• Experience in financial services or client management roles.
• Familiarity with project management tools and software.

Benefits

• Profit sharing
• Bonuses based on performance
• Comprehensive health insurance
• Retirement savings plan options
• Flexible work arrangements
• Professional development opportunities