Client Relationship Specialist

7 days ago


Hutchinson, Minnesota, United States Edward Jones Full time
Job Description

The Branch Office Administrator (BOA) plays a critical role in helping clients achieve their long-term financial goals. As a BOA, you will work closely with a financial advisor to provide exceptional personalized service, identify opportunities to create efficiency, and drive marketing activities.

Responsibilities
  • Provide administrative support to the financial advisor team
  • Develop and implement marketing strategies to attract new clients
  • Analyze data to identify trends and opportunities for growth
  • Collaborate with the branch team to achieve business objectives


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