Edward Jones
Are you a relationship builder, problem solver, or critical thinker? If you answered yes, we want you on our team!
At Edward Jones, we emphasize the importance of our field associates as integral members of branch teams. As a Client Support Team Professional, you'll work closely with financial advisors and be the welcoming face clients see when they enter our office or call us. Your role is vital in understanding clients' needs so well that you can anticipate challenges before they arise, helping them achieve their financial goals.
Job Overview
Position Schedule:
Part-Time Branch Address:
201 Boston Square, Georgetown, KY This job posting is anticipated to remain open for 30 days, from 25-Jul-2025. It may close early due to high application volume. If you're seeking a fulfilling career,
the Branch Office Administrator (BOA) role could be perfect for you. Our BOAs support financial advisors in aiding clients in reaching their financial aspirations. The primary duty of the BOA is to provide essential administrative assistance, and our BOAs play a pivotal role in our success, leveraging their diverse backgrounds and experiences. Role Summary:
As a Branch Office Administrator, you will be crucial in delivering outstanding client support. Your responsibilities will encompass managing client accounts, enhancing communication, and ensuring a positive client journey. This is an exciting opportunity to advance your career in a vibrant and rewarding environment. We'll provide you with the support you need, including: Comprehensive 6-month training with guidance from an experienced mentor A robust support network from your branch and throughout the organization The independence to manage your responsibilities, backed by a team of thousands Imagine yourself... Providing exceptional personalized service to help clients feel understood Participating actively in annual business planning and strategizing for the year ahead Listening attentively to identify any additional client needs Driving marketing initiatives, including planning and executing events You'll also experience... A culture of continuous improvement and professional growth that respects everyone's unique contributions An inclusive workplace where diverse perspectives are welcomed and valued Recognition of individual achievements through a rewards program that promotes career longevity and financial wellness Part-time associates working over 30 hours a week may qualify for benefits, including medical coverage, retirement plans, and well-being programs You'll be competitively compensated... Edward Jones adheres to a human-centered approach, striving to positively impact the lives of clients, colleagues, and communities As a privately-held firm, we share success with our associates through various compensation programs, including performance bonuses Set salary ranges are provided below, with the possibility for merit-based increases as you grow in the BOA role Hiring Minimum:
$21.38 Hiring Maximum:
$22.71 Skills/Requirements What skills will contribute to your success as a BOA? Analytical Thinking Attention to Detail Adaptability Strong Conversational Skills Technology Utilization Team Collaboration Role Requirements Client Service:
Deliver outstanding service through inbound/outbound calls, emails, and face-to-face interactions. Build strong relationships with clients and collaborate effectively with team members. Account Management:
Demonstrate a willingness to learn about the financial services industry, manage account openings, coordinate account transfers, and accurately maintain client records. Administrative & Operational Support:
Independently manage various tasks as directed by the financial advisor, including appointment scheduling, meeting preparation, and supporting marketing efforts. Technology:
Exhibit strong computer skills with a readiness to learn new systems and applications, such as MoneyGuide, Salesforce, and Microsoft Office. Awards & Accolades Edward Jones is dedicated to creating an inclusive workplace where all feel welcome and valued. We appreciate our associates' contributions and the recognition we've received for our efforts. About Us Join a financial services firm where your efforts are recognized. Edward Jones prioritizes people over profits, serving over 9 million clients with 20,000 financial advisors across the U.S. and Canada. We strive to improve the lives of our clients and communities, making Edward Jones the ideal place to launch or enhance your career.
Part-Time Branch Address:
201 Boston Square, Georgetown, KY This job posting is anticipated to remain open for 30 days, from 25-Jul-2025. It may close early due to high application volume. If you're seeking a fulfilling career,
the Branch Office Administrator (BOA) role could be perfect for you. Our BOAs support financial advisors in aiding clients in reaching their financial aspirations. The primary duty of the BOA is to provide essential administrative assistance, and our BOAs play a pivotal role in our success, leveraging their diverse backgrounds and experiences. Role Summary:
As a Branch Office Administrator, you will be crucial in delivering outstanding client support. Your responsibilities will encompass managing client accounts, enhancing communication, and ensuring a positive client journey. This is an exciting opportunity to advance your career in a vibrant and rewarding environment. We'll provide you with the support you need, including: Comprehensive 6-month training with guidance from an experienced mentor A robust support network from your branch and throughout the organization The independence to manage your responsibilities, backed by a team of thousands Imagine yourself... Providing exceptional personalized service to help clients feel understood Participating actively in annual business planning and strategizing for the year ahead Listening attentively to identify any additional client needs Driving marketing initiatives, including planning and executing events You'll also experience... A culture of continuous improvement and professional growth that respects everyone's unique contributions An inclusive workplace where diverse perspectives are welcomed and valued Recognition of individual achievements through a rewards program that promotes career longevity and financial wellness Part-time associates working over 30 hours a week may qualify for benefits, including medical coverage, retirement plans, and well-being programs You'll be competitively compensated... Edward Jones adheres to a human-centered approach, striving to positively impact the lives of clients, colleagues, and communities As a privately-held firm, we share success with our associates through various compensation programs, including performance bonuses Set salary ranges are provided below, with the possibility for merit-based increases as you grow in the BOA role Hiring Minimum:
$21.38 Hiring Maximum:
$22.71 Skills/Requirements What skills will contribute to your success as a BOA? Analytical Thinking Attention to Detail Adaptability Strong Conversational Skills Technology Utilization Team Collaboration Role Requirements Client Service:
Deliver outstanding service through inbound/outbound calls, emails, and face-to-face interactions. Build strong relationships with clients and collaborate effectively with team members. Account Management:
Demonstrate a willingness to learn about the financial services industry, manage account openings, coordinate account transfers, and accurately maintain client records. Administrative & Operational Support:
Independently manage various tasks as directed by the financial advisor, including appointment scheduling, meeting preparation, and supporting marketing efforts. Technology:
Exhibit strong computer skills with a readiness to learn new systems and applications, such as MoneyGuide, Salesforce, and Microsoft Office. Awards & Accolades Edward Jones is dedicated to creating an inclusive workplace where all feel welcome and valued. We appreciate our associates' contributions and the recognition we've received for our efforts. About Us Join a financial services firm where your efforts are recognized. Edward Jones prioritizes people over profits, serving over 9 million clients with 20,000 financial advisors across the U.S. and Canada. We strive to improve the lives of our clients and communities, making Edward Jones the ideal place to launch or enhance your career.