Client Relationship Specialist

3 weeks ago


Boone, North Carolina, United States Edward Jones Full time
About the Role
We're seeking a skilled Branch Office Administrator to join our team in Boone, NC. As a critical member of our branch team, you'll work closely with our Financial Advisors to deliver exceptional personalized service to clients, ensuring they feel understood and informed. Your responsibilities will include:
  • Managing multiple priorities in a deadline-driven environment
  • Identifying opportunities to create efficiency
  • Building strong relationships with clients and colleagues

Required Skills and Qualifications
To succeed in this role, you'll need:
  • A strong ability to work independently
  • Proficient in current and new office technology
  • The willingness to learn how financial services/markets work

Benefits
We offer a comprehensive benefits package, including medical and prescription drug coverage, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You'll also receive 15 days of vacation, sick time, personal days, and a paid day for volunteerism, as well as eligibility for bonuses and profit sharing.



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