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 our goals.
Responsibilities
- Serve as the first point of contact for clients via phone and in-person.
- Collaborate with Financial Advisors to support client needs.
- Build and maintain strong relationships with clients.
- Identify and anticipate client problems and needs.
- Assist clients in achieving their financial goals.
Requirements
- Strong relationship-building skills.
- Problem-solving abilities.
- Critical thinking skills.
