Job Order Detail

Description

Opportunity Overview for Edward Jones

Each FA is supported by a BOA who
Partners with the FA to build deep, trusted client relationships
Enables the FA to focus on providing tailored, solutions-based advice, and
Delivers exceptional client service.
Client service

Edward Jones FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the BOA. When clients have questions, the FA will often depend on the BOA to provide a timely response.

Client development
An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA deepen existing client relationships by recognizing opportunities during day-to-day client interactions, proactively preparing a variety of reports for scheduled appointments, and scheduling systematic contact activities.

The branch office administrator (BOA) position requires that you possess the following core competencies:
Exceptional client service abilities
Critical thinking capabilities
Strong initiative, with the ability to stay focused and proactive while working independently
Effective written and verbal communication skills
A focus on detail and accuracy
The aptitude to learn and understand the financial services industry

EEO Statement  
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.