Branch Office Support Professional

4 days ago


Great Falls, Montana, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Support Professional to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
  • Branch Support: Provide administrative support to our financial advisors, including managing client communications, scheduling appointments, and maintaining accurate records.
  • Marketing and Business Development: Assist in developing and implementing marketing strategies to attract new clients and grow our business.
  • Team Collaboration: Work closely with our financial advisors and other branch team members to achieve business objectives and provide exceptional client service.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Organizational Skills: Proven ability to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Technical Skills: Proficient in current office technology, including software applications and hardware.
  • Financial Services Knowledge: Basic understanding of financial services and products, with a willingness to learn and develop expertise.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • Benefits Package: A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Professional Development: Ongoing training and development opportunities to help you succeed in your role and advance your career.


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