Training
Collaborative. Supportive. And dedicated to you.
As a new branch office administrator, you are part of our client-first branch team business model. You are critical to the success of the branch – so your training is critical to us.
Your Client Support Team trainee program is built on three pillars:
- We assign you a Branch Team Trainer from headquarters who will assist you and your financial advisor with your initial training.
- We assign you a mentor – another BOA in your region – who will share his or her experience and help you get acclimated to your new career, the firm and all things BOA.
- We assign you learning plans, including online courses, activities and knowledge checks – spreading your training throughout six months.
Beyond your formal training, you can count on the collaboration of your fellow BOAs throughout the region – a bigger team working across branches for collective success. And your support from headquarters extends from associates in every division and department – ready to help and just a phone call away.
Come as you are – we’ll teach you everything you need to know.
Watch this short video to hear about the variety of training and development for Branch Office Administrators at Edward Jones.
Video Transcript Come as you are – Come as you are – we’ll teach you everything you need to know.
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Video Transcript
[Music Playing]
[Text] Come As you Are. We’ll Teach You Everything You Need To Know.
[Text] Joe Hollar – Sr. BOA, Winchester, WA
[Joe] The good thing about Edward Jones is their training is highly rated. And when you join, they give you a mentor, someone to help you through the process. They give you training in the office through the learning site. They will contact you on a regular basis to check in, to see how you’re doing, what questions you have. And anytime you’re feeling unsure or overwhelmed, you can certainly reach out to them and they’ll be there to help you.
[Text] Simona Bolton – Sr. BOA, Cameron Park, CA
[Simona] We’re constantly learning. And if we want to take it upon ourselves to do more research, there’s a whole learning library of what we wanna do.
[Joe] Other BOAs in the region are great to work with. They’re very supportive. They’re always willing to help. You can pick up the phone and call them.
[Simona] I think when you first start, there is a sense of being a little bit overwhelmed. I think that’s with any job, but the great thing about Jones is that they give you the tools to be able to be successful. There is an absolute sense of partnership, and feeling like I am truly part of this firm and part of my clients, and I’m gonna do my very best to continue to develop myself, develop my clients, develop my financial advisor, and be there for the firm.
[Logo] Edward Jones
[Text] Copyright 2020 Edward D. Jones & Co., L.P. All rights reserved.
[Music Playing]
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Client Support Team Role
Client relationship extraordinaire.
Often times the branch office administrator (BOA) has the most personal contact with the client. The BOA’s role in strengthening the branch team-client relationship requires flexibility, creativity, the ability to work independently – and these core competencies:
- Exceptional client service abilities
- Critical thinking capabilities
- Strong initiative
- Effective written and verbal communication skills
- The aptitude to learn and understand the financial services industry
Office operations? Client relationships? Business development? The BOA is all three.
Search Client Support Team Roles
Office operations
Daily office operations includes overseeing appointment setting and schedules, and processing deposits and transactions. Ideal for a well-organized person who enjoys multi-tasking and working with technology and people.
Client Relationships
Job one for our financial advisors is building authentic, one-on-one relationships with our clients – and the BOA is key in doing that. The BOA is typically the voice clients hear when they call on the phone and the first face they see when they walk in the door. They’re often first to hear of major life events, such as weddings, family loss and births. New jobs and retirement plans. When clients have questions, the financial advisor depends on the BOA to offer a timely response. Accessible, personable, empowered. That’s the BOA role.
Business Development
An effective marketing communications program is only as strong as the person who implements it daily. Based on the branch team’s established processes, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the financial advisor deepen existing client relationships by preparing reports for scheduled appointments and scheduling systematic contact activities.
Supporting the region and the firm
To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. Experienced BOAs often dedicate time for programs such as mentoring, BOA meeting planning, region recruiting or solutions systems advocates. Even helping with an occasional branch visit, workshop or special project.
Some BOAs also have the opportunity to play a larger role in their region if their financial advisor holds a key leadership position. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a financial advisor trainee for several weeks, requiring the BOA to help the new financial advisor become familiar with processing systems and office record keeping.
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