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Branch Office Support Professional

2 months ago

San Juan Capistrano, California, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Support Professional to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
  • Branch Operations: Assist in the day-to-day operations of the branch, including managing client interactions, processing transactions, and maintaining accurate records.
  • Team Collaboration: Work closely with financial advisors and other branch team members to achieve business objectives and provide exceptional client service.
  • Marketing and Business Development: Participate in marketing activities, such as planning and executing events, to drive business growth and attract new clients.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to effectively interact with clients, financial advisors, and other stakeholders.
  • Client Focus: A strong commitment to delivering exceptional client service and ensuring client satisfaction.
  • Technical Skills: Proficient in current and new office technology, with the ability to learn and adapt to new systems and processes.
  • Problem-Solving: Strong problem-solving skills, with the ability to analyze complex situations and develop effective solutions.
What We Offer
  • Competitive Compensation: A competitive salary and bonus potential, with opportunities for career growth and professional development.
  • Benefits Package: A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Supportive Team Environment: A collaborative and supportive team environment, with opportunities for professional growth and development.