Edward Jones - Phoenix, AZ

posted 6 months ago

Full-time - Entry Level
Phoenix, AZ
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, we are committed to fostering a collaborative environment where our Branch Office Support Professionals (BOSPs) play a crucial role in our branch teams. As a BOSPs, you will be the first point of contact for our clients, both over the phone and in person. Your primary responsibility will be to build strong relationships with clients, understanding their needs and proactively identifying potential issues before they arise. This role is not just about administrative tasks; it is about being an integral part of a team that helps clients achieve their financial goals. In this full-time position, you will work closely with Financial Advisors to provide exceptional service to our clients. You will participate in the annual business planning process, assisting in the development of strategies that align with our clients' long-term financial objectives. Your ability to actively listen and recognize situations in clients' lives that may indicate a need for additional services will be key to your success. You will also be involved in driving marketing activities, including planning and executing events that enhance client engagement. Edward Jones prides itself on a culture of continuous improvement and professional development. We offer comprehensive training and a supportive network that extends from your branch office to the home office. We value diverse perspectives and believe that every associate's unique contributions are essential to our success. Our commitment to our associates is reflected in our rewards program, which promotes long-term career growth and financial security for you and your family.

Responsibilities

  • Serve as the first point of contact for clients, providing exceptional personalized service.
  • Collaborate with Financial Advisors to help clients achieve their long-term financial goals.
  • Participate in the annual business planning process to 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 to enhance client engagement.

Requirements

  • 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 and markets work.

Benefits

  • Comprehensive and competitive health benefits.
  • 401k (U.S.) or Group RRSP (Canada) with profit sharing.
  • Bonus potential and merit-based salary increases.
  • Paid time off including vacation, sick, holidays, and personal days.
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