Edward Jones - Knoxville, TN

posted 4 months ago

Full-time - Entry Level
Knoxville, TN
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Branch Office Administrator (BOA) at Edward Jones, you will play a crucial role in the branch team, working closely with financial advisors to provide exceptional service to clients. This position is designed for individuals who are relationship builders, problem solvers, and critical thinkers. You will be the first point of contact for clients, both over the phone and in person, making it essential to develop a deep understanding of their needs and preferences. Your primary responsibility will be to anticipate client needs and help them identify and achieve their financial goals. In this role, you will engage in various tasks that contribute to the overall success of the branch. You will assist in the annual business planning process, helping to develop strategies for the upcoming year. Your ability to actively listen to clients will be vital in recognizing situations that may indicate a need for additional services. Furthermore, you will drive marketing activities, including planning and executing events to enhance client engagement and satisfaction. Edward Jones is committed to providing comprehensive support to its BOAs, including a six-month training program with mentorship from experienced peers. You will have access to a wide support network that extends from your branch office to the regional and home office levels. While you will often work independently, you will have the backing of a large team dedicated to your success. The company fosters a culture of continuous improvement and professional development, valuing the unique contributions of each individual. In addition to a fulfilling work environment, Edward Jones recognizes individual efforts through a rewards program that promotes long-term career growth, financial security, and overall well-being for you and your family. If you are looking for a rewarding career where you can make a difference in clients' lives, the Branch Office Administrator role at Edward Jones may be the perfect fit for you.

Responsibilities

  • Deliver exceptional personalized service to clients to ensure they 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 clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

Requirements

  • Strong relationship-building skills to connect with clients effectively.
  • Problem-solving abilities to identify and address client needs.
  • Critical thinking skills to anticipate client requirements and provide proactive solutions.

Nice-to-haves

  • Experience in a customer service role or financial services industry is preferred.
  • Familiarity with marketing activities and event planning.

Benefits

  • A compensation package that includes bonus potential and profit sharing.
  • 401k (U.S.) or Group RRSP (Canada) for retirement savings.
  • Comprehensive and competitive health benefits.
  • Paid time off including vacation, sick leave, holidays, and personal days.
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