Professional Client Relationship Manager

2 days ago


Seymour, Indiana, United States Edward Jones Full time
Company Overview

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.

Salary

The 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 Description

In 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
Required Skills and Qualifications

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
Benefits

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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