Client Relationship Coordinator

2 weeks ago


Conway, South Carolina, United States Edward Jones Full time
Are you a natural connector, adept at resolving challenges and thinking critically? If so, we want you on our team.

At Edward Jones, we refer to our field associates as branch teams for a reason. Typically consisting of two or three members, your role as a Branch Office Support Professional is vital alongside the financial advisor. You will be the initial point of contact for clients, both over the phone and in person. Your responsibilities are numerous, but the key focus is to build strong relationships with clients, enabling you to anticipate their needs and address potential issues proactively. Together with your financial advisor, you will play a crucial role in guiding clients toward their most important financial aspirations.

Position Overview

Employment Type: Full-Time

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, and our BOAs are integral to our success, bringing diverse experiences and professional insights to the table. We appreciate varied perspectives that contribute to achieving results.

We will provide you with the necessary support. Our team is committed to assisting you throughout your journey, offering:
  • A comprehensive 6-month training program with mentorship from an experienced peer
  • A robust support network that spans from your branch to the regional and home office levels
  • While you will often work independently, you will have the backing of thousands of colleagues at every step
Can you envision yourself...
  • Delivering outstanding personalized service to ensure clients feel valued and informed
  • Participating actively in the annual business planning process to help formulate strategies for the upcoming year
  • Listening attentively for signs in clients' lives that may indicate a need for additional services
  • Leading marketing initiatives such as planning and executing events
In this role, you can also expect...
  • A culture that promotes continuous improvement and professional growth, respecting individual contributions
  • An inclusive atmosphere where diverse viewpoints are appreciated and contribute to achieving results
  • Recognition of individual efforts through a rewards program that fosters long-term career development, financial security, and well-being for you and your family
  • Full-time Associates enjoy benefits that include:
    • A compensation package featuring bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive health benefits.
    • Paid time off, including vacation, sick leave, holidays, and personal days
-Supporting a high-performing Financial Advisor and branch, combined base and bonus compensation can range from $50K-$60K+ annually, based on experience and performance.

* Compensation is influenced by firm and branch performance as well as individual contributions. Historical figures do not guarantee future earnings, and individual compensation may vary.

You'll receive competitive compensation...
  • Edward Jones embraces a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.
  • The hiring minimum and maximum salary range listed below is part of the overall pay structure. Opportunities for merit-based salary increases exist as you advance in the BOA role.
Minimum Salary: $20.00
Maximum Salary: $22.26

Skills/Requirements

What qualities would make you a successful BOA?
Ability to cultivate and expand client relationships
Ability to identify opportunities for increased efficiency
Strong capacity to work autonomously
Ability to juggle multiple priorities in a fast-paced environment
Proficiency in current and emerging office technologies
Eagerness to learn about financial services and markets

Awards & Accolades

At Edward Jones, we are dedicated to creating an environment where everyone feels a sense of belonging. We take pride in our associates' contributions and the accolades we have received.

Explore our U.S. awards and recognitions: Insights & Information Blog Postings about Edward Jones

Explore our Canadian awards and recognitions: Insights & Information Blog Postings about Edward Jones

About Us

Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company where people are prioritized. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are proud to be privately owned, focusing on our clients rather than shareholder profits.

Our purpose drives everything we do: We partner for positive impact to enhance the lives of our clients and colleagues, and together, improve our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

People are at the heart of our partnership. Edward Jones associates are recognized, respected, and supported. This belief is what makes us the ideal place to begin or advance your career.

View our Purpose, Inclusion, and Citizenship Report.

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