Client Relationship Coordinator

2 weeks ago

Miami, United States Edward Jones Full time

Are you a natural connector, adept at resolving challenges and thinking critically? If so, we invite you to consider joining our dynamic team.

At Edward Jones, we emphasize the importance of our field associates, referring to them as branch teams. In the role of a Branch Office Support Professional, you will play a vital part of this team alongside the financial advisor.

As the initial point of contact for clients, you will be the first voice they hear on the phone and the first face they see when they visit.

Your responsibilities will be diverse, but the core focus will be on building strong relationships with clients, enabling you to not only identify their needs but also anticipate them.

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


Position Overview:

Full-Time Opportunity

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 proudly serve millions of clients, and our BOAs are integral to our success, bringing unique experiences and professional backgrounds to the table.

We appreciate diverse perspectives that contribute to achieving outstanding results.

Support and Training:

Our team is committed to your success, offering:

  • Comprehensive training over six months, including mentorship from an experienced peer.
  • A robust support network that spans from your branch to the regional and home office levels.
  • Opportunities to work independently while being backed by a vast team.

Can you envision yourself...

  • Providing exceptional, personalized service to ensure clients feel valued and informed?
  • Participating actively in the annual business planning process to help shape strategies for the upcoming year?
  • Listening attentively for cues in clients' lives that may indicate a need for additional services?
  • Driving marketing initiatives, including planning and executing events?

What to Expect:

We foster a culture of continuous improvement and professional growth, respecting individual contributions and perspectives. Our inclusive environment values diverse viewpoints, which help us achieve our goals.

We recognize individual efforts through a rewards program that supports long-term career development, financial security, and the well-being of you and your family.

Full-time Associates enjoy:

  • A competitive compensation package that includes bonus potential, profit sharing, and 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:

We offer a competitive salary structure with opportunities for merit-based increases as you advance in the BOA role.

Key Characteristics for Success:

  • Ability to cultivate and expand client relationships.
  • Capacity to identify opportunities for efficiency improvements.
  • Strong independence in 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 where people come first. 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 strive for positive impact to enhance the lives of our clients and colleagues, contributing to the betterment of 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 valued, respected, and supported, making it an ideal place to start or advance your career.

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