Branch Office Support Professional: Client Relationship Specialist

3 days ago


New Orleans, Louisiana, United States Edward Jones Full time
Company Overview

At Edward Jones, we're building a workplace where everyone feels valued and respected. As a financial services firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we prioritize our clients' needs and aim to improve their lives.

Compensation

We offer a competitive compensation package, including an estimated salary range of $20.04 - $23.43 per hour, based on location and experience. Our benefits also include medical, dental, vision, and retirement plans, as well as opportunities for bonuses and profit sharing.

Job Description

In this Branch Office Administrator (BOA) role, you'll work closely with Financial Advisors to help clients achieve their long-term financial goals. Your responsibilities will include delivering exceptional personalized service, taking an active role in the annual business planning process, and actively listening for situations that may indicate a need for additional services.

Required Skills and Qualifications
  • 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
Benefits

As a BOA at Edward Jones, you'll have access to a comprehensive benefits package, including:

  • Medical, dental, vision, and retirement plans
  • Opportunities for bonuses and profit sharing
  • A supportive team environment with mentorship and training programs

Our goal is to provide a workplace where you can grow professionally and personally, while making a positive impact on our clients' lives.



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