About the position
At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
Benefits
- Medical and prescription drug coverage
- Dental and vision insurance
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage provided at no cost
- 401k retirement plan
- Health savings account and flexible spending account
- Ten paid holidays
- Fifteen days of vacation for new associates starting January 1 each year
- Sick time and personal days
- Paid day for volunteerism
- Eligibility for bonuses and profit sharing
- Employee Assistance Program
