Q: Describe your role within the firm.
A: The teams I am responsible for are in touch with the clients and branch offices directly every day. When a client needs to execute an order and the Financial Advisor is unavailable, our team contacts the client to confirm the trade. Q: Describe how your division contributes to the firm's success.
A: The Customer Services teams are an extension of the branch office. Our team will execute a client order if the Financial Advisor is unavailable, the Financial Advisor earns the commission on the trade, we are here to support the branch office, not compete with them. Q: What year did you start at Edward Jones? What year did you start in your current position?
A: I began my career with Edward Jones 1994. I took responsibility for the client services and wire team in 2002. Q: What did you do prior to joining Edward Jones? A: I was a student. Q: Describe the culture at Edward Jones and how it’s different from your previous job. What is unique?
A: The people that are a part of Edward Jones make the difference. The people that are a part of Edward Jones are outgoing, positive, energetic, friendly and service oriented. Q: What does the firm being a partnership mean to you?
A: Partnership means everything. An opportunity to own a portion on the firm you work for is very rare. The atmosphere at Edward Jones is different, lights get turned off in unused conference rooms, people are invested in creating the best for the firm. Q: Before you came to Edward Jones, what did the name mean to you? And after you came on board?
A: I joined Edward Jones in 1994 just as the firm was setting up business in Canada. I had not heard of the firm before. Now my friends and family see the name everywhere they go. Q: Do you feel there are opportunities for advancement and greater income potential at Edward Jones?
A: One thing we can guarantee is change as the sales force grows the home offices develops to meet the needs of the branch offices and our clients. Q: What qualities do you think a person needs to have to succeed in the home office environment?
A: A person who takes ownership of the work they are responsible for, a team player who can also work independently to get the job done. A positive, healthy outlook on the world will help make you a success at Edward Jones.
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