Branch Office Support Professional

4 days ago


Monument, Colorado, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and organized Branch Office Support Professional to join our team at Edward Jones. As a key member of our branch team, you will be responsible for providing exceptional client service, supporting financial advisors, and contributing to the overall success of our office.

Key Responsibilities
  • Provide personalized service to clients, ensuring they feel understood and informed
  • Support financial advisors in developing strategies for client relationships and business growth
  • Contribute to the annual business planning process, identifying opportunities for improvement and growth
  • Actively listen for situations in clients' lives that may indicate a need for additional services
  • Drive marketing activities, such as planning and executing events, to promote our services and build relationships with clients
What We Offer

As a Branch Office Support Professional at Edward Jones, you will have the opportunity to work in a dynamic and supportive environment, with a focus on client satisfaction and team collaboration. We offer a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and development opportunities to help you grow in your career.

Requirements
  • 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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