Personalized Client Experience Specialist

7 days ago


Albany, New York, United States Edward Jones Full time
Unlock Your Potential as a Branch Office Administrator

You have the unique opportunity to join Edward Jones, a Fortune 5001 company that values people and prioritizes positive impact. As a Branch Office Administrator, you will play a vital role in helping clients achieve their long-term financial goals.

This is an excellent chance to grow with our organization, where over 19,000 financial advisors across the U.S. and Canada serve more than 8 million clients. Our team's commitment to excellence has earned us numerous awards and accolades, including those listed on our Insights & Information Blog Postings about Edward Jones.

Competitive Compensation: $21.24 - $24.83 per hour (or $43,988.80 - $51,527.20 per year)

The hiring process involves a comprehensive 6-month training program, which includes mentorship from experienced peers and access to a wide support network. This ensures that you receive the guidance and resources needed to excel in your role.

As a successful BOA, you will be responsible for delivering exceptional personalized service to ensure clients feel understood and informed. You will also take an active role in the annual business planning process to assist in developing strategies for the upcoming year. Additionally, you will actively listen for situations in the clients' lives that may indicate a need for additional services and drive marketing activities such as planning and executing events.

Benefits: Edward Jones offers a range of benefits, including medical and prescription drug coverage, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan, health savings account, flexible spending account, paid holidays, vacation time, sick leave, personal days, and volunteer days.

Award-Winning Culture: At Edward Jones, we pride ourselves on creating a culture of continuous improvement and professional development. We value individual contributions and strive to maintain an inclusive environment where everyone feels seen, heard, respected, and supported. Our Employee Assistance Program provides additional support to help you balance work and personal life.

About Us: With over 50 years of experience, Edward Jones is a privately-owned company that focuses on client relationships rather than shareholder returns. We believe in human-centered partnerships and strive to make a positive impact in our communities. Join our dynamic team and contribute to our mission of improving lives.

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