Branch Office Support Specialist

Edward Jones; Savoy (IL); Presencial; USD 42.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Full benefits package

Bonuses and profit sharing

Training program

Descripción de la vacante

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service, support one or more financial advisors, and drive branch operations. You will handle client inquiries, process account-related requests, and support meetings and marketing activities.

The BOA role offers comprehensive training and a broad support network from the branch to the home office, with opportunities for growth in a dynamic, inclusive environment.

Formación

• Analytical thinking to assess client needs and processes.
• Attention to detail in handling client information and transactions.
• Adaptability to changing schedules and client demands.
• Strong communication skills for inbound/outbound calls and in-person service.
• Proficiency with standard digital tools and CRM systems.
• Ability to work collaboratively with advisors and teams.

Responsabilidades

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account management including opening transfers and documentation.
• Handle administrative tasks and support marketing initiatives; maintain SOPs.

Conocimientos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Descripción del empleo

Edward Jones is hiring a Branch Office Administrator (BOA) to deliver exceptional client service, support one or more financial advisors, and drive branch operations. You will handle client inquiries, process account-related requests, and support meetings and marketing activities.

The BOA role offers comprehensive training and a broad support network from the branch to the home office, with opportunities for growth in a dynamic, inclusive environment.