Client Team Associate
1 day ago
About Us
At Edward Jones, we pride ourselves on being a company that values diversity, equity, and inclusion. We believe that every individual brings unique experiences and perspectives that contribute to our success.
We're a financial services firm with a long history of innovation and adaptability. Our commitment to staying ahead of the curve has allowed us to build a strong reputation as a leader in the industry.
We partner with our clients to achieve their long-term financial goals by providing expert guidance and tailored solutions. Our team is dedicated to delivering exceptional personalized service and fostering meaningful relationships with our clients.
Salary
This highly competitive role offers a hiring minimum salary of $20.04 and a hiring maximum salary of $23.43. Our compensation package includes opportunities for merit-based salary increases as you progress in the BOA role.
Job Description
As a Branch Office Administrator (BOA), you'll work closely with Financial Advisors to provide support and assistance to clients. Your primary responsibilities will include:
- Providing exceptional personalized service to ensure clients feel understood and informed
- Assisting in the development of strategies for the upcoming year through active participation in the annual business planning process
- Identifying opportunities to create efficiency and improve processes
- Managing current and new office technology
Requirements
To excel in this role, you'll need:
- A strong ability to work independently and manage multiple priorities in a deadline-driven environment
- Excellent communication and interpersonal skills
- Proficiency in current and new office technology
- A willingness to learn how financial services and markets work
Benefits
Our comprehensive benefits package includes:
- Medical and prescription drug coverage
- Dental and vision coverage
- Short- and long-term disability coverage
- Basic life insurance
- Basic AD&D coverage
- A 401(k) retirement plan
- Tax-advantaged accounts
- Paid time off, including 15 days of vacation and 10 paid holidays
We're committed to recognizing individual efforts through a rewards program that promotes a long-term career, your financial security, and the well-being of you and your family.
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