Client Relationship Specialist
2 weeks ago
At Edward Jones, we are committed to providing exceptional client service and helping our clients achieve their financial goals. Our company is a Fortune 5001 firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada.
We pride ourselves on being a privately-owned company, which allows us to focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact and improve the lives of our clients and colleagues, as well as better our communities and society.
SalaryThe estimated salary for this role is around $45,000 - $60,000 per year, depending on experience and location.
Job DescriptionThis is an exciting opportunity to join our team as a Branch Office Administrator (BOA). As a BOA, you will be a critical member of our branch team, working closely with our financial advisors to help clients achieve their long-term financial goals.
You will be responsible for delivering exceptional personalized service to our clients, taking an active role in the annual business planning process, and actively listening for situations that may indicate a need for additional services. You will also be expected to drive marketing activities, such as planning and executing events.
In addition, you will have the opportunity to work independently, but will have a team of thousands backing you every step of the way. We offer comprehensive training and support to ensure your success in this role.
Required 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
We offer a competitive compensation package, including a bonus potential, profit sharing, a 401(k) or Group RRSP, and comprehensive health benefits. You will also have the opportunity to participate in our rewards program, which recognizes individual efforts and promotes a long-term career.
What We OfferWe are committed to creating a culture of continuous improvement and professional development, where everyone's unique contributions are valued. We offer flexible work arrangements, opportunities for growth and advancement, and a supportive team environment.
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