Branch Client Advocate

1 week ago


Estero, Florida, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Client Advocate to join our team. As a key member of our Branch Office, you will be responsible for providing exceptional service to our clients, helping them achieve their long-term financial goals.

Key Responsibilities:

  • DELIVER EXCEPTIONAL CUSTOMER SERVICE: Ensure clients feel understood and informed through personalized service.
  • ACTIVELY LISTEN AND PROVIDE SOLUTIONS: Actively listen for situations in clients' lives that may indicate a need for additional services.
  • DRIVE MARKETING ACTIVITIES: Plan and execute events to drive business growth.

What We Offer

As a Branch Client Advocate at Edward Jones, you can expect:

  • A COMPETITIVE SALARY RANGE: $20.04 - $23.43 per hour, based on your skills and experience.
  • A WIDE RANGE OF BENEFITS: Medical, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
  • A FLEXIBLE WORK ENVIRONMENT: Work independently while having a team of thousands backing you every step of the way.

Requirements

To succeed as a Branch Client Advocate, you will need:

  • EXCELLENT COMMUNICATION SKILLS: Ability to deepen and broaden client relationships.
  • STRONG PROBLEM-SOLVING SKILLS: Identify opportunities to create efficiency and improve processes.
  • ABILITY TO LEARN: Proficient in current and new office technology and willing to learn about financial services/markets.


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