Fulfilling Career Opportunities in Client Service
1 week ago
Are you passionate about building long-term relationships with clients and helping them achieve their financial goals? As a Branch Office Administrator at Edward Jones, you will play a vital role in delivering exceptional personalized service to our clients.
About the RoleIn this dynamic and rewarding position, you will work closely with Financial Advisors to provide top-notch support and ensure that clients feel understood and informed. You will take an active role in the annual business planning process, assist in developing strategies for the upcoming year, and actively listen for situations in clients' lives that may indicate a need for additional services.
Key Responsibilities- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
We are a Fortune 500 company where people come first. With over 8 million clients and 19,000 Financial Advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
What We Offer- A competitive salary of $23,300 per year
- A comprehensive benefits package including medical, dental, vision, and disability coverage
- A generous 401(k) retirement plan and tax-advantaged accounts
- A supportive team environment with opportunities for professional development and growth
To succeed in this role, you will need:
- Ability 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
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