Fulfilling Career as a Client Service Expert

1 week ago


Charlotte, North Carolina, United States Edward Jones Full time
About the Role

We are seeking a skilled Branch Office Administrator to join our team. As a critical member of our branch team, you will be responsible for delivering exceptional personalized service to our clients.

As a Branch Office Administrator, you will work closely with our Financial Advisors to help clients achieve their long-term financial goals. You will be the first voice our clients hear when they call us, and the first face they see when they visit our office.

Key Responsibilities
  • Client Relationships: Deepen and broaden client relationships through active listening and problem-solving skills.
  • Administrative Support: Provide administrative support to Financial Advisors, including managing multiple priorities in a deadline-driven environment.
  • Marketing Activities: Drive marketing activities such as planning and executing events to attract new clients and promote our services.
Requirements
  • Skill Set: Proficient in current and new office technology, with the ability to learn how financial services and markets work.
  • Independent Work Style: Strong ability to work independently, with minimal supervision.
  • Excellent Communication Skills: Excellent communication skills, both written and verbal.
Benefits
  • Competitive Compensation: A competitive salary range of $44,500 - $52,000 per year, depending on experience.
  • Benefits Package: A comprehensive benefits package, including medical, dental, vision, and 401(k) matching.
  • Opportunities for Advancement: Opportunities for advancement within the company, based on performance and dedication.
About Us

At Edward Jones, we believe in building long-term relationships with our clients and colleagues. We value diversity, equity, and inclusion, and strive to create a workplace culture that is inclusive and respectful.



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