What are the responsibilities and job description for the Client Support Team Professional position at Edward Jones?

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team .

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule : Full-Time

Branch Address : 9099 Ridgefield Dr Suite 105, Frederick, MD

If you find yourself looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

We'll give you the support you need. Our team will be there every step of the way, providing :

Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself...

Delivering exceptional personalized service to ensure clients feel understood and informed

Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year

Actively listen for situations in the clients' lives that may indicate a need for additional services

Driving marketing activities such as planning and executing events

You can also expect...

A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions

An inclusive environment where everyone's different viewpoints are valued and help to achieve results.

We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being

Full-time Associates receive the following benefits :

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .

You'll be competitively compensated...

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.

The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Hiring Minimum : $26.10

Hiring Maximum : $31.00

Client Support Team Professional

What are the responsibilities and job description for the Client Support Team Professional position at Edward Jones?

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