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Branch Office Support Specialist

2 months ago

Conway, South Carolina, United States Edward Jones Full time

Are you a relationship builder, problem solver, or critical thinker? If so, we have an opportunity for you.

At Edward Jones, we refer to our field associates as branch teams. In the role of a Branch Office Support Specialist, you will be a vital member of a small team, working closely with a financial advisor.

You will be the first point of contact for clients, whether they reach out via phone or visit in person. Your primary responsibility will be to understand your clients deeply, enabling you to anticipate their needs and provide proactive solutions.

As a key player alongside your financial advisor, you will collaborate to help clients reach their most important financial objectives.

Position Overview:
Schedule: Full-Time

If you are seeking a rewarding career, the Branch Office Support Specialist role may be the perfect fit for you. Our specialists work in tandem with Financial Advisors to support clients in achieving their long-term financial aspirations. We take pride in serving millions of clients, and our specialists are integral to our success, bringing diverse experiences and perspectives to the team.

Support and Training:
We provide comprehensive support to ensure your success:

  • In-depth 6-month training program with mentorship from experienced peers
  • A robust support network extending from your branch to the regional and home office levels
  • Independence in your role, backed by a team of thousands

Key Responsibilities:

  • Deliver exceptional, personalized service to ensure clients feel valued and informed
  • Participate actively in the annual business planning process to help shape strategies for the future
  • Listen attentively for signs in clients' lives that may indicate a need for additional services
  • Drive marketing initiatives, including planning and executing events

Expectations:
We foster a culture of continuous improvement and professional growth, respecting the unique contributions of each individual. Our inclusive environment values diverse viewpoints, which are essential for achieving results. We recognize individual efforts through a rewards program that supports long-term career development and financial well-being.

Benefits for Full-Time Associates:

  • Competitive compensation package with bonus potential, profit sharing, and comprehensive health benefits
  • Paid time off, including vacation, sick leave, holidays, and personal days

Compensation:
Supporting a high-performing Financial Advisor and branch, total compensation can range significantly based on experience and performance.

What Makes a Successful Specialist?

  • Ability to deepen and expand client relationships
  • Skill in identifying opportunities for efficiency
  • Strong capacity to work independently
  • Ability to manage 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:
We are a Fortune 500 company that prioritizes people. With millions of clients and thousands of financial advisors across North America, we focus on our clients' needs rather than shareholder profits. Our mission is to create a positive impact by enhancing the lives of our clients, colleagues, and communities.

At Edward Jones, we are committed to fostering an innovative, flexible, and inclusive workplace that attracts and develops talent while inspiring excellence and a sense of belonging.

We believe that our associates should feel seen, heard, respected, and supported, making Edward Jones an excellent place to start or advance your career.