What are the responsibilities and job description for the Client Support Team Professional position at Edward Jones?
About the Role
We are looking for a detail-oriented and customer-focused individual to join our team as a Branch Office Administrator. As a BOA, you will be responsible for providing administrative support to our financial advisors and will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities
- Provide exceptional customer service to clients via phone, email, and in-person interactions
- Assist financial advisors with client meetings, presentations, and other tasks as needed
- Maintain accurate records and files, both physical and digital
- Perform various administrative tasks, such as data entry and mailings
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our employees enjoy a dynamic and supportive work environment, and we encourage collaboration and open communication throughout the organization.
