Financial Services Team Member
1 week ago
About the Role
">We are seeking a detail-oriented and organized Branch Office Administrator to join our team. As a BOA, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in achieving their goals.
Key Responsibilities
">This role involves a variety of tasks, including:
">- ">
- Building and maintaining strong relationships with clients, understanding their needs and preferences">
- Managing client data, ensuring accuracy and compliance with regulatory requirements">
- Developing and implementing strategies to deepen client relationships and increase business growth">
- Maintaining accurate and up-to-date records, ensuring compliance with regulatory requirements">
Requirements
">To succeed in this role, you will need:
">- ">
- A high school diploma or equivalent, with a minimum 2 years of experience in a customer-facing role">
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues">
- Strong organizational and time management skills, with the ability to prioritize multiple tasks and meet deadlines">
- Proficiency in current office software, including Microsoft Office and Google Suite">
- A willingness to learn and adapt to new technologies and processes">
Salary and Benefits
">As a valued member of our team, you can expect:
">- ">
- A competitive salary of $20.04-$23.43 per hour">
- A comprehensive benefits package, including medical, dental, and vision coverage, as well as life insurance and disability benefits">
- Ongoing training and development opportunities, to help you grow and advance in your career">
- A supportive and inclusive work environment, where you can thrive and make a meaningful contribution">
About Our Company
">Edward Jones is a leading provider of investment services, committed to helping our clients achieve their financial goals. With over 8 million clients and 19,000 financial advisors across the US and Canada, we offer a unique opportunity to join a dynamic and growing organization.
">Supportive Work Environment
">We believe in creating a supportive and inclusive work environment, where our employees can thrive and make a meaningful contribution. Whether you're just starting your career or looking to take it to the next level, we have the resources and support to help you succeed.
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