
Insider Stories Series: Client Support Team
Client Support Team
Insider Stories Series: Client Support Team
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Video transcript Insider Stories Series: Client Support Team
00:07
Behind every successful financial advisor is a strong team. Hear why Edward Jones' clients support team members are the backbone of their success.
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That's really the support system inside the branch. That's where my business and my personal and family life have have taken off.
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It's because of the branch office administrators, our client support team members that we work with. They are there to help us drive our
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business and make it successful. The amount of support that we get is tremendous. I think for me it would be the branch office administrator.
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Having the support in my office and having the autonomy to really build out my office the way that I want to.
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Understanding the compensation, understanding the technology, understanding the client support, understanding the branch team structure. There's so much. In addition to our senior branch office administrator,
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we also have an associate financial advisor. She is able to execute all of the activities that I can execute, so that enables us
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to serve our clients more efficiently. They're not waiting for a callback from me on something that might be urgent.
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There's somebody else in the office that can deliver in a timely fashion what the clients need. When I joined it was me
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and my branch office administrator. And now as we've grown in our practice, we've added a registered branch associate, and we're working towards becoming a multiple
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financial advisor office. Now my clients come in and every one of them hug my BOAs. They hug my branch office administrator.
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They talk to them, they sit out in the lobby and they have real conversations. That's that culture that you feel when you come into one
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of our offices. It's just different how the client feels supported and known. You know, I didn't have that support where I was before. So I did everything myself from opening accounts, transferring assets, submitting documents. It's amazing what you can do with your business
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because they literally take care of you.
Behind every successful financial advisor is a strong client support team. Hear how client support team members are the backbone of the Edward Jones client experience.
At Edward Jones, we know nurturing strong client relationships takes time — a lot of it. We’re serious about being client-centric and that’s why our client support team member roles are an integral part of our client experience.
From non-licensed roles like the Branch Office Administrator to licensed roles like the Associate Financial Advisor and Registered Branch Associate, all members of the client support team within a branch office are singularly focused on serving our clients more deeply.
Here’s what you can experience at Edward Jones:
- Our clients come first, and the contributions of our client support team members are helping them work toward achieving their life’s dreams.
- Support at every stage and in every role, cementing our reputation as a leader in learning and development.
- Our ONE Edward Jones mindset ensures every colleague feels valued, respected, seen and heard.
If you’re passionate about a career opportunity that’s client-focused, collaborative and meaningful, our client support team member roles could be for you.
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