Client Service Liaison

1 week ago


Potomac Falls, United States Edward Jones Full time
Transform Your Career with Edward Jones

We're seeking a Client Service Liaison to join our team, where you'll play a vital role in helping clients achieve their long-term financial goals. As a Branch Office Administrator (BOA), you'll work closely with Financial Advisors to provide exceptional personalized service, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven environment.

About the Role

In this dynamic position, you'll have the opportunity to:
  • Deliver exceptional client experiences through active listening and empathy
  • Take an active role in the annual business planning process to develop strategies for the upcoming year
  • Identify opportunities to create efficiency and drive marketing activities
You'll be part of a culture that values continuous improvement, professional development, and inclusivity. Our rewards program recognizes individual efforts, promoting a long-term career, financial security, and well-being.

Your Benefits

As a BOA at Edward Jones, you'll enjoy a competitive compensation package, including:
  • A hiring minimum salary range of $23.25 - $30.19 per hour
  • A wide support network, from branch office to home office
  • A comprehensive 6-month training program with mentorship
We also offer medical and prescription drug coverage, dental, vision, and voluntary benefits, as well as a 401(k) retirement plan and tax-advantaged accounts. You'll enjoy 15 days of vacation, sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing.

Skills and Qualifications

To succeed in this role, you'll need:
  • A strong ability to deepen and broaden client relationships
  • Proficient in current and new office technology
  • The willingness to learn how financial services/markets work
We value diverse viewpoints and encourage individuals with unique experiences and professional backgrounds to apply. If you're passionate about delivering exceptional client experiences, driving growth, and being part of a collaborative team, we invite you to explore this exciting opportunity.

About Edward Jones

We're a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We prioritize our clients' needs, recognizing that people are at the center of our partnership. Our purpose is to partner for positive impact, improving lives, communities, and society. Join us in shaping the future of financial services.

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