Part Time Client Relationship Specialist
2 days ago
We are seeking a highly skilled and dedicated individual to join our team as a Branch Office Administrator. This role is an excellent opportunity for someone who is passionate about building strong relationships with clients and working collaboratively with financial advisors to help them achieve their long-term financial goals.
As a Branch Office Administrator, you will play a critical role in providing exceptional personalized service to our clients, taking an active role in the annual business planning process, and actively listening for situations in clients' lives that may indicate a need for additional services. You will also be responsible for driving marketing activities such as planning and executing events, and delivering high-quality work while working independently in a deadline-driven environment.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues at all levels. They will also have strong analytical and problem-solving skills, with the ability to identify opportunities to create efficiency and make sound decisions. Skills & Requirements
To succeed in this role, you will need to possess the following skills and qualifications:
- Ability to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
Benefits
We offer a competitive compensation package, including:
- Estimated salary: $21.23 per hour (based on 30 hours/week)
- Medical and prescription drug coverage
- Health Savings Account and Flexible Spending Account
- Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
- Well-being programs (such as the Employee Assistance Program)
- Retirement Plan (if compensated for 1,000 hours of service during the plan year)
About Us
At Edward Jones, we are committed to creating a culture of continuous improvement and professional development, where everyone feels valued and respected. We are proud to be a Fortune 500 company, privately-owned and focused on serving our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
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