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Client Service Representative

2 months ago

Lawrence, Kansas, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. 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
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
  • Administrative Support: Provide administrative support to financial advisors, including scheduling appointments, managing client communications, and maintaining accurate records.
  • Marketing and Events: Assist in planning and executing marketing activities, such as events and promotions, to attract new clients and grow our business.
  • Business Planning: Participate in the annual business planning process, helping to develop strategies for the upcoming year and identifying opportunities for growth.
What We Offer
  • Comprehensive Training: Receive comprehensive training and support to help you succeed in your role, including an experienced peer to mentor you.
  • Competitive Compensation: Enjoy a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • Professional Development: Opportunities for professional development and growth, including training and education programs to help you advance in your career.
Requirements
  • Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Organizational Skills: Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Technical Skills: Proficient in current and new office technology, with the ability to learn and adapt to new systems and processes.
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to delivering exceptional client service and building long-term relationships with our clients and colleagues.