Client Account Administrator - Remote

$41,600 - $41,600/Yr

Edward Jones - Wilson, NC

Full-time - Entry Level

Remote - Wilson, NC

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Client Account Administrator (CAA) at Edward Jones plays a crucial role in supporting financial advisors and enhancing client relationships. This full-time remote position involves understanding client needs, providing exceptional service, and assisting in the development of strategies to help clients achieve their financial goals. The CAA is integral to the branch team, ensuring clients feel valued and informed while contributing to the overall success of the firm.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in the annual business planning process and develop strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities, including planning and executing events.

Requirements

• 5+ years of related financial services, banking, or legal experience with demonstrated job progression and responsibility.
• 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.

Benefits

• Comprehensive health benefits including medical, dental, and vision insurance.
• 401k or Group RRSP with profit sharing.
• Paid time off including vacation, sick leave, holidays, and personal days.
• Bonus potential and merit-based salary increases.