Edward Jones - Webster, NY
posted about 2 months ago
At Edward Jones, we are looking for a Branch Office Support Professional (BOA) who will play a critical role in our branch teams, which typically consist of two or three members, including a financial advisor. As the first point of contact for clients, you will be responsible for creating a welcoming environment and establishing strong relationships with clients. Your primary goal will be to understand their needs deeply, enabling you to anticipate potential issues and provide proactive solutions. This role is not just about answering calls or greeting clients; it’s about being an integral part of a team that helps clients achieve their financial goals. In this full-time position, you will collaborate closely with financial advisors to assist clients in their long-term financial planning. You will engage in various responsibilities, including delivering exceptional personalized service, participating in the annual business planning process, and actively listening for cues that may indicate a need for additional services. You will also drive marketing activities, such as planning and executing events, to enhance client engagement and satisfaction. Edward Jones prides itself on fostering a culture of continuous improvement and professional development. We value diverse perspectives and believe that they contribute significantly to our success. Our associates are recognized for their individual efforts through a rewards program that promotes long-term career growth and financial security. We offer a comprehensive training program, a supportive network, and a commitment to your professional development, ensuring you have the tools and resources needed to thrive in your role.