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Client Relationship Coordinator

2 months ago


Walpole, Massachusetts, United States Edward Jones Full time


Are you a natural at building connections, solving challenges, and thinking critically? If so, we invite you to consider joining our team.

At Edward Jones, we refer to our field associates as branch teams, emphasizing collaboration and support.

In the role of Branch Office Support Professional, you will play a vital part of a small team alongside a financial advisor.

As the initial point of contact for clients, you will be the welcoming voice on the phone and the friendly face they encounter when visiting.

Your responsibilities are diverse, but the key focus is to develop a deep understanding of your clients, enabling you to anticipate their needs and challenges.

Working in tandem with your financial advisor, you will be instrumental in guiding clients toward their most valued financial aspirations.


Position Overview:

This is a Full-Time role.

If you are seeking a rewarding career, the Branch Office Administrator (BOA) position could be the perfect fit for you.

BOAs collaborate with Financial Advisors to assist clients in reaching their long-term financial objectives. We take pride in serving millions of clients.

Our BOAs are integral members of the client team, and we attribute much of our success to their diverse experiences and professional backgrounds.

We value various perspectives to drive results.


Support and Training:

We will provide you with the necessary support throughout your journey, including:

  • Comprehensive six-month training with guidance from an experienced peer.
  • A broad support network that spans from your branch office to the regional and home office levels.
  • While you will often work independently, you will have a vast team of professionals backing you.

Key Responsibilities:

  • Deliver exceptional personalized service to ensure clients feel valued and informed.
  • Engage actively in the annual business planning process to help shape strategies for the upcoming year.
  • Listen attentively for signs in clients' lives that may indicate a need for additional services.
  • Drive marketing initiatives, including planning and executing events.

What You Can Expect:

A culture that fosters continuous improvement and professional growth, reflecting respect for individuals and their unique contributions.

An inclusive atmosphere where diverse viewpoints are appreciated and contribute to achieving results.

We acknowledge individual contributions through a rewards program that promotes long-term career growth, financial security, and the well-being of you and your family.

Full-time Associates enjoy a comprehensive benefits package, including:

  • Competitive compensation with bonus potential, profit sharing, and a 401k or Group RRSP.
  • Comprehensive health benefits.
  • Paid time off, including vacation, sick leave, holidays, and personal days.

At Edward Jones, we believe in a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.

Compensation Range:

Minimum: $25.26

Maximum: $29.52


Desired Characteristics:

What traits would contribute to your success as a BOA?

  • Ability to deepen and expand client relationships.
  • Capability to identify opportunities for efficiency improvements.
  • Strong independent work ethic.
  • Skill in managing multiple priorities in a fast-paced environment.
  • Proficiency in current and emerging office technologies.
  • Willingness to learn about financial services and markets.

About Edward Jones:

Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people. With millions of clients and thousands of financial advisors across North America, we are proud to be privately owned, focusing on our clients rather than shareholder returns.

Our Purpose:

We partner for positive impact to enhance the lives of our clients and colleagues, and together, we strive to improve our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

At Edward Jones, associates are seen, heard, respected, and supported, making it an ideal place to start or advance your career.