Professional Client Relationship Manager
2 days ago
Edward Jones is a financial services firm committed to delivering exceptional personalized service to its clients. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
SalaryThe estimated salary for this role is between $20.00 and $22.26 per hour, depending on location and experience. As you progress in the BOA role, you may be eligible for merit-based salary increases.
Job DescriptionIn this Branch Office Administrator (BOA) role, you will team up with Financial Advisors to help clients achieve their long-term financial goals. You will be a critical member of the branch team, working together with the financial advisor to provide exceptional client service. Your responsibilities will include:
- Delivering personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listening for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
To be successful in this role, you will need:
- Able to deepen and broaden client relationships
- Able 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
We offer a comprehensive benefits package, including:
- Medical and prescription drug coverage
- Dental and vision coverage
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage
- 401k retirement plan
- Tax-advantaged accounts (health savings account and flexible spending account)
- Paid holidays (10 days)
- Vacation time (15 days for new associates)
- Sick time and personal days
Associates may also be eligible for bonuses and profit sharing.
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