Senior Financial Services Client Support Lead

Edward Jones; Sunburg (MN); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Senior Branch Office Administrator to partner with financial advisors and support client accounts, communications, and service delivery. This role is integral to ensuring a smooth client experience and operational effectiveness within a busy branch environment.

As a Sr. BOA, you will contribute to planning, relationship-building, and the execution of marketing and client outreach initiatives, while leveraging technology tools and collaborating with a broad support

Qualifications

• 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility.
• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
• Participate actively in annual business planning to develop strategies for the upcoming year.
• Actively listen for situations indicating need for additional services and opportunities.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Senior Branch Office Administrator to partner with financial advisors and support client accounts, communications, and service delivery. This role is integral to ensuring a smooth client experience and operational effectiveness within a busy branch environment.

As a Sr. BOA, you will contribute to planning, relationship-building, and the execution of marketing and client outreach initiatives, while leveraging technology tools and collaborating with a broad support