Customer Service Ambassador

4 days ago


San Diego, California, United States Edward Jones Full time

At Edward Jones, we are committed to building a workplace where everyone feels valued and respected. Our team of experienced financial advisors works together to provide personalized service to our clients, helping them achieve their long-term financial goals.

About the Role

We are currently seeking a Branch Office Administrator (BOA) to join our team in San Diego, CA. As a BOA, you will be an integral part of our client-facing team, working closely with our financial advisors to deliver exceptional service and support to our clients.

Key Responsibilities
  • Provide personalized service to clients, answering questions and addressing concerns in a timely and professional manner
  • Support the financial advisor in preparing for meetings and presentations, ensuring that all necessary materials are available and up-to-date
  • Manage multiple priorities in a deadline-driven environment, maintaining accuracy and attention to detail
  • Develop and maintain strong relationships with clients, identifying opportunities to create efficiency and enhance their overall experience
Requirements
  • Ability to work independently and as part of a team, with excellent communication and interpersonal skills
  • Proficient in current and new office technology, with a willingness to learn and adapt quickly
  • Strong problem-solving and analytical skills, with the ability to think critically and creatively
  • High school diploma or equivalent required; associate's or bachelor's degree preferred
Benefits

As a BOA at Edward Jones, you can expect a competitive salary and benefits package, including:

  • Medical and prescription drug coverage, dental, vision, and life insurance
  • 401(k) retirement plan and tax-advantaged accounts
  • 15 days of vacation per year, plus paid holidays and sick time
  • Opportunities for bonuses and profit sharing
Why Work at Edward Jones?

We believe in creating a workplace where everyone feels seen, heard, and valued. We offer a supportive and inclusive environment, with opportunities for growth and development. If you're looking for a challenging and rewarding role that allows you to make a real difference in people's lives, we encourage you to apply.



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