Client Relationship Specialist

3 weeks ago


Marquand, Missouri, United States Edward Jones Full time

About Edward Jones

At Edward Jones, we're building a place where everyone feels like they belong. As a financial services firm, our purpose is to improve the lives of our clients and colleagues, and together, better our communities and society.

We're proud of our associates' contributions to the firm and the recognitions we have received. Our U.S. awards and accolades can be found on our Insights & Information blog postings about Edward Jones.

Job Overview

The Branch Office Administrator (BOA) role is designed for individuals who are relationship builders, problem solvers, or critical thinkers. In this position, you'll work with Financial Advisors to help clients achieve their long-term financial goals.

You'll be a valued part of the client team, leveraging your unique experiences and professional backgrounds to create efficiencies and drive marketing activities. Your exceptional personalized service will ensure clients feel understood and informed.

Responsibilities

  • Deliver exceptional personalized service to clients
  • Take an active role in the annual business planning process
  • Actively listen for situations that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events

Requirements

To succeed in this role, you should have:

  • Able to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work

Benefits

As a full-time Associate at Edward Jones, you can expect:

  • Competitive compensation package including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage
  • 401(k) retirement plan and tax-advantaged accounts: health savings account, and flexible spending account
  • 10 paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
  • Eligibility for bonuses and profit sharing
  • Employee Assistance Program

Compensation

The hiring minimum and maximum range for this position is $20.04 - $23.43 per hour. There's also an opportunity for merit-based salary increases as you progress in the BOA role.



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