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Branch Office Support Professional

1 month ago

Perry, Oklahoma, United States Edward Jones Full time
Client Success at Edward Jones

At Edward Jones, we're committed to helping our clients achieve their long-term financial goals. As a Branch Office Administrator, you'll play a critical role in building strong relationships with our clients and supporting our financial advisors. You'll be the first point of contact for clients, providing exceptional personalized service and ensuring they feel understood and informed.

Key Responsibilities

Deliver exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner
Work closely with financial advisors to develop and implement strategies for client growth and retention
Identify opportunities to create efficiency and improve processes, contributing to the success of our branch office
Manage multiple priorities in a deadline-driven environment, maintaining a high level of productivity and accuracy

What We Offer

Comprehensive 6-month training program, including an experienced peer to mentor you
A wide support network, extending from your branch office to your region to the home office
Opportunities for professional development and growth, with a focus on continuous improvement and innovation

Requirements

Strong ability to work independently, with a high level of autonomy and self-motivation
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
Proficient in current and new office technology, with a willingness to learn and adapt
Ability to manage multiple priorities in a deadline-driven environment, maintaining a high level of productivity and accuracy

About Us

Edward Jones is a Fortune 500 company, committed to providing exceptional service to our clients and supporting the growth and development of our associates. 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, improving the lives of our clients, colleagues, and communities.