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Ambitious Client Service Coordinator
1 month ago
At Edward Jones, we recognize that our success is built on the strengths of our talented team members. As a Branch Office Administrator (BOA), you will play a vital role in helping clients achieve their financial goals while supporting your colleagues in their pursuit of excellence.
The BOA position is perfect for individuals who are passionate about delivering exceptional personalized service, building strong relationships, and driving results. If you thrive in a dynamic environment where every day brings new challenges and opportunities, this might be the ideal career path for you.
We offer a comprehensive 6-month training program, including mentorship from an experienced peer, to ensure your success in this role. You will also have access to a wide support network that extends from your branch office to your region to the home office, providing you with the resources you need to excel.
Your key responsibilities will include:
- Delivering top-notch client service, ensuring clients feel understood and informed
- Taking an active role in annual business planning, assisting in developing strategies for the upcoming year
- Actively listening for situations that may indicate a need for additional services
- Driving marketing activities, such as planning and executing events
Our inclusive environment values diversity and promotes a culture of continuous improvement and professional development. We believe in empowering our associates to grow and succeed, both personally and professionally.
We're proud to serve over seven million clients, and we're committed to making a positive impact in our communities. Join us at Edward Jones, where you'll find a supportive team, exciting opportunities, and a chance to make a real difference.
