Edward Jones branch ranks first in client service
Diana Jackson and Dawn Clark of the financial services firm Edward Jones in Downtown Lake Stevens recently received the firm’s Client Service Excellence award for being the No. 1 client service provider in their region.
“We are honored to receive this award,” Jackson said. “The Client Service Excellence award is special because it is a direct reflection of the relationships we have with our clients.”
Jim Weddle, Edward Jones’ managing partner, added, “Diana and Dawn are outstanding members of the Edward Jones team. While all of our associates understand the value of client service, it’s obvious that they have been striving to provide the best service for their clients.”
This honor was bestowed upon the team based on the results of a survey in which random clients were asked to rank the service they received from the teams of their local Edward Jones branch offices.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.
The firm’s 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals—from college savings to retirement—and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Edward Jones, which ranked No. 2 on FORTUNE magazine’s “100 Best Companies to Work For” in 2010, is headquartered in St. Louis. The Edward Jones web site is located at www.edwardjones.com, and its recruiting web site is http://www.careers.edwardjones.com. Member SIPC.