Client Relationship Builder

2 weeks ago


Grand Junction, Colorado, United States Edward Jones Full time

About the Role

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We are seeking a results-driven and customer-focused Branch Office Administrator to join our team. As a BOA, you will be responsible for delivering exceptional client service, building strong relationships with clients, and supporting our financial advisors in achieving their goals.

Responsibilities

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This role involves a variety of tasks, including:

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  • Providing personalized service to clients, understanding their needs and preferences">
  • Assisting financial advisors with administrative tasks, such as data entry and record-keeping">
  • Developing and implementing strategies to deepen client relationships and increase business growth">
  • Maintaining accurate and up-to-date records, ensuring compliance with regulatory requirements">

Requirements

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To succeed in this role, you will need:

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  • A high school diploma or equivalent, with a minimum 2 years of experience in a customer-facing role">
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues">
  • Strong organizational and time management skills, with the ability to prioritize multiple tasks and meet deadlines">
  • Proficiency in current office software, including Microsoft Office and Google Suite">
  • A willingness to learn and adapt to new technologies and processes">

Benefits and Compensation

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As a valued member of our team, you can expect:

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  • A competitive salary of $20.04-$23.43 per hour">
  • A comprehensive benefits package, including medical, dental, and vision coverage, as well as life insurance and disability benefits">
  • Ongoing training and development opportunities, to help you grow and advance in your career">
  • A supportive and inclusive work environment, where you can thrive and make a meaningful contribution">

About Our Company Culture

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At Edward Jones, we value teamwork, innovation, and continuous improvement. We believe in creating a positive and inclusive work environment, where our employees can grow and thrive.



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