Edward Jones
Are you a natural at building relationships, solving problems, and thinking critically? If so, we want YOU on our team!
At Edward Jones, we refer to our field associates as branch teams. Typically consisting of two or three members, your role as a Client Support Team Professional is crucial alongside the financial advisor. You’ll be the first voice clients hear when they call, and the first face they see when they visit our office. While you have many responsibilities, your primary focus will be nurturing client relationships to anticipate their needs and assist them in achieving their financial goals.
Job Overview
Position Schedule:
Full-Time Branch Address:
2290 Grant Road Suite B, Billings, MT This job posting is set to remain open for 30 days, starting from 08-Aug-2025. It may close early depending on the number of applicants. If you're in search of a meaningful career,
the Branch Office Administrator (BOA) role is a wonderful opportunity. Working closely with financial advisors, BOAs help clients realize their long-term financial aspirations. The BOA primarily provides necessary administrative support, contributing to the success of the client support team. Role Summary: As a Branch Office Administrator, you'll play a pivotal role in ensuring clients receive exceptional support. Your contributions will enhance client accounts, facilitate effective communication, and create a positive customer experience. This position offers a chance to grow your career in an exciting and rewarding atmosphere. You can look forward to: Comprehensive six-month training, including mentorship from an experienced peer. A robust support network from your branch to the regional and home office level. Opportunities to work independently but with thousands ready to back you. Can you envision yourself: Delivering personalized service that ensures clients feel valued and informed? Engaging in annual business planning processes to help develop strategic goals? Identifying client needs through attentive listening and proactive engagement? Driving marketing events and initiatives to enhance client outreach? What's in store for you: A culture committed to continuous improvement and individual professional growth. An inclusive environment where diverse viewpoints are acknowledged and celebrated. A rewards program recognizing personal contributions that support long-term career development and overall well-being. Full-time associates enjoy an extensive benefits package including medical, dental, vision, life insurance options, a 401k plan, paid holidays, and generous vacation time. Your compensation will be competitive: Our human-centered approach is designed to create a positive impact, enhancing the lives of clients, colleagues, and the wider community. As a privately held firm, we focus on shared success through various compensation and bonus programs tied to branch profitability and individual performance. Initial salary range: $22.50 to $23.91, with opportunities for merit increases as you advance in this role. What skills will help you excel as a BOA? Strong analytical thinking. Attention to detail. Adaptability to changing environments. Effective conversational skills. Proficiency in digital tools and technologies. Collaborative team spirit. Key Responsibilities: Client Service:
Deliver outstanding service through calls, emails, and face-to-face interactions. Resolve client inquiries and foster strong relationships. Account Management:
Learn about the financial services industry and assist with account transactions and operations. Administrative & Operational Support:
Independently manage various administrative tasks while implementing the branch business strategy. Technology Proficiency:
Be comfortable with technology and eager to learn new systems like MoneyGuide, Salesforce, and Microsoft Office. Join us at Edward Jones,
a place where your contributions matter! With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we focus on our clients, not shareholders. Your future starts here.
Full-Time Branch Address:
2290 Grant Road Suite B, Billings, MT This job posting is set to remain open for 30 days, starting from 08-Aug-2025. It may close early depending on the number of applicants. If you're in search of a meaningful career,
the Branch Office Administrator (BOA) role is a wonderful opportunity. Working closely with financial advisors, BOAs help clients realize their long-term financial aspirations. The BOA primarily provides necessary administrative support, contributing to the success of the client support team. Role Summary: As a Branch Office Administrator, you'll play a pivotal role in ensuring clients receive exceptional support. Your contributions will enhance client accounts, facilitate effective communication, and create a positive customer experience. This position offers a chance to grow your career in an exciting and rewarding atmosphere. You can look forward to: Comprehensive six-month training, including mentorship from an experienced peer. A robust support network from your branch to the regional and home office level. Opportunities to work independently but with thousands ready to back you. Can you envision yourself: Delivering personalized service that ensures clients feel valued and informed? Engaging in annual business planning processes to help develop strategic goals? Identifying client needs through attentive listening and proactive engagement? Driving marketing events and initiatives to enhance client outreach? What's in store for you: A culture committed to continuous improvement and individual professional growth. An inclusive environment where diverse viewpoints are acknowledged and celebrated. A rewards program recognizing personal contributions that support long-term career development and overall well-being. Full-time associates enjoy an extensive benefits package including medical, dental, vision, life insurance options, a 401k plan, paid holidays, and generous vacation time. Your compensation will be competitive: Our human-centered approach is designed to create a positive impact, enhancing the lives of clients, colleagues, and the wider community. As a privately held firm, we focus on shared success through various compensation and bonus programs tied to branch profitability and individual performance. Initial salary range: $22.50 to $23.91, with opportunities for merit increases as you advance in this role. What skills will help you excel as a BOA? Strong analytical thinking. Attention to detail. Adaptability to changing environments. Effective conversational skills. Proficiency in digital tools and technologies. Collaborative team spirit. Key Responsibilities: Client Service:
Deliver outstanding service through calls, emails, and face-to-face interactions. Resolve client inquiries and foster strong relationships. Account Management:
Learn about the financial services industry and assist with account transactions and operations. Administrative & Operational Support:
Independently manage various administrative tasks while implementing the branch business strategy. Technology Proficiency:
Be comfortable with technology and eager to learn new systems like MoneyGuide, Salesforce, and Microsoft Office. Join us at Edward Jones,
a place where your contributions matter! With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we focus on our clients, not shareholders. Your future starts here.