Client Service Specialist

4 days ago


Yorkville, Tennessee, United States Edward Jones Full time
About Us

At Edward Jones, we are committed to creating a positive impact on the lives of our clients and colleagues. 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.

Job Overview

We are seeking a highly skilled Branch Office Administrator (BOA) to join our team. As a BOA, you will play a critical role in helping our clients achieve their long-term financial goals. You will work closely with our Financial Advisors to deliver exceptional personalized service and ensure that our clients feel understood and informed.

Key Responsibilities:
  • Deliver exceptional personalized service to clients
  • Take an active role in the annual business planning process
  • Actively listen for situations in clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
Benefits

We offer a comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401k retirement plan, tax-advantaged accounts, and paid time off.

Requirements

To be successful in this role, you will need:

  • A strong ability to deepen and broaden client relationships
  • The ability to identify opportunities to create efficiency
  • A strong ability to work independently
  • The ability to manage multiple priorities in a deadline-driven environment
  • Proficiency in current and new office technology
  • A willingness to learn how financial services/markets work
Salary Range

The estimated salary range for this position is $55,000 - $65,000 per year, depending on experience and qualifications.



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