Client Relationship Manager

1 week ago


Kent, Washington, United States Edward D. Jones Full time
Client Focused Role at Edward D. Jones

If you are passionate about delivering exceptional client service and working in a collaborative environment, consider the Branch Office Administrator (BOA) role at Edward D. Jones. BOAs partner with Financial Advisors to support clients in achieving their long-term financial goals.

About the Opportunity

We value our BOAs as a vital part of the client team, contributing to our success through their unique experiences and professional backgrounds. Our inclusive culture recognizes individual efforts and promotes a long-term career, financial security, and well-being for both associates and their families.

Key Responsibilities
  • Deliver personalized service to ensure clients feel understood and informed
  • Take an active role in annual business planning to develop strategies for the upcoming year
  • Listen for situations indicating a need for additional services and drive marketing activities
Benefits

Edward D. Jones offers a comprehensive benefits package, including medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. Additionally, we provide 401(k) retirement plans, tax-advantaged accounts, paid holidays, vacation time, sick leave, personal days, and volunteerism opportunities.

Compensation

The estimated salary range for this role is $45,000 - $65,000 per year, depending on location and experience. With merit-based salary increases, there are opportunities for growth within the BOA position.



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