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Branch Office Support Professional
2 months ago
As a Branch Office Administrator at Edward Jones, you will play a critical role in building and maintaining strong relationships with our clients. You will be the first point of contact for clients, providing exceptional personalized service and ensuring they feel understood and informed. Your ability to deepen and broaden client relationships will be essential in helping us achieve our goal of improving the lives of our clients and colleagues.
Key Responsibilities
Deliver exceptional personalized service to clients
Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in clients' lives that may indicate a need for additional services
Drive marketing activities such as planning and executing events
What We Offer
At Edward Jones, we value our associates and offer a comprehensive benefits package, including a compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. We also offer paid time off, including vacation, sick, holidays, and personal days. Our inclusive environment is built on a culture of continuous improvement and professional development, where everyone's different viewpoints are valued and help to achieve results.
Requirements
Ability to deepen and broaden client relationships
Ability to identify opportunities to create efficiency
Strong ability to work independently
Ability to manage multiple priorities in a deadline-driven environment
Proficient in current and new office technology
Willingness to learn how financial services/markets work
