What are the responsibilities and job description for the Client Service Administrator - Edward Jones Connections position at Edward Jones?
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business. Here, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
Edward Jones Connection within Home Office Client Teams recently launched a new service offered to branches which directly serves our clients from the home office in partnership with the branch teams. We are seeking engaged, organized, and motivated associates to serve in the role of remote Client Service Administrators within this team to provide support to clients while working in partnership with the advisors and other associates on the team
Key Responsibilities:
Edward Jones Connection within Home Office Client Teams recently launched a new service offered to branches which directly serves our clients from the home office in partnership with the branch teams. We are seeking engaged, organized, and motivated associates to serve in the role of remote Client Service Administrators within this team to provide support to clients while working in partnership with the advisors and other associates on the team
Key Responsibilities:
- Through pro-active and dynamic client contacts, contributes to successful retention of transitioned clients as well as re-engaging inactive clients from multiple branches and regions at one time.
- Support multiple Home Office Financial Advisors by proactively contacting existing Edward Jones clients to schedule annual review appointments to remain compliant and ensure excellent client service and engagement with Edward Jones Connection.
- Proactively contact clients to remind them of upcoming appointments and ensure they have all necessary documents needed for appointment with Home Office Financial Advisor.
- Ensures execution of the appointment process using solutions-based advice tools and contact plans.
- Responsible for any incoming client correspondence such as checks, statements, estate documents and legal documents. Must scan items into appropriate client account within timely manner. Any delays in processing could result in liability to the firm.
- The Edward Jones Connection CSA (and FA) will serve as the primary client service team by taking responsibility for all necessary client contacts while the local branch team should only be called upon occasionally to help serve a client
- Utilize firm tools and resources to proactively deepen relationships with clients, as well as the Home Office Financial Advisor. This also involves identifying relationship development opportunities when scheduling activities for the Home Office Financial Advisors that they are assigned to support.
- Prioritize and appropriately assign all client account needs for a large volume of households across multiple branches per Financial Advisor. Schedule and coordinate calendars utilizing multiple systems, for multiple Home Office Financial Advisors, which will require extreme attention to detail and clear communication. This includes managing their own calendar in supporting multiple Financial Advisors as well as owning any allowable activities for the clients they serve.
- Work closely with Branch and Home Office teams and clients, in response to activities such as but not limited to telephone calls and written correspondence. Associate will NOT provide solutions, guidance, and/or recommendations on the suitability of investments as it pertains to clients.
- Complete necessary training and keep up to date on changes in process or information necessary to the do the job. Responsible for continually learning on the job through daily department emails, team/department meetings, and Continuing Education sessions.
- Contribute to the overall success of the team/department by acting as a resource for others and by owning/supporting new initiatives, projects, or process changes.
- Identify opportunities for improvements or enhancements within the team/department.
- Lead and contribute to projects as assigned.
- Looking for someone preferably who can work Hybrid or On-Site in Tempe
- Bachelor's Degree is preferred
- 1-2 years of customer service; prior financial services, banking or insurance industry, or Edward Jones experience recommended.
- Completion of training within seven weeks of hire.
- 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
- From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
- 2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
- From The Human Rights Campaign. All Rights Reserved
- 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
- J.D. Power, 2021 – Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
- Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
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