What are the responsibilities and job description for the Client Relationship Manager position at Edward Jones?
Job Description:
As a Branch Office Administrator at Edward Jones, you'll play a critical role in supporting our financial advisors and delivering exceptional client service. Your primary responsibilities will include:
- Administrative Support: Provide day-to-day administrative support to financial advisors, including scheduling appointments, preparing reports, and maintaining accurate records
- Client Relationships: Manage client relationships, build trust, and provide personalized service to meet their financial needs
- Business Development: Contribute to business development initiatives, including identifying new opportunities and developing strategies to grow revenue
- Team Collaboration: Collaborate with the branch team to achieve sales and service targets
What We Offer:
We're proud to offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) retirement plan, and paid time off. Our associates also enjoy access to ongoing training and development opportunities, flexible work arrangements, and a supportive team environment.
