[Remote-Position] Client Account Administrator  Remote
Job Highlights:
- Start Date: Immediate openings available
- Position: Client Account Administrator  Remote - Wilson, NC
- Location: Remote
- Compensation: a competitive salary
- Company: Workwarp
  Opportunity Overview If you find yourself looking for a fulfilling career, the Client Account Administrator (CAA) role may be the right opportunity for you. The Client Account Administrator teams up with Financial Advisors to help clients achieve their long-term financial goals. We re proud to serve over seven million clients. Our Client Account Administrator are a valued part of the client... team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. We ll give you the support you need. Our team will be there every step of the way, providing:  Comprehensive 6-month training including another experienced BOA peer to help mentor you  A wide support network that extends from your branch office to your region to the home office  You ll often work independently but will have a team of thousands backing you every step of the way Can you see yourself  Delivering exceptional personalized service to ensure clients feel understood and informed  Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year  Actively listen for situations in the clients' lives that may indicate a need for additional services  Driving marketing activities such as planning and executing events You can also expect  A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions  An inclusive environment where everyone s different viewpoints are valued and help to achieve results.  We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family s well-being  Full-time Associates receive the following benefits:  A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach.  Paid time off including vacation, sick, holidays and personal days Position Requirements What characteristics would make you a successful Client Account Administrator ?  5+ years of related financial services, banking or legal experience plus demonstration of job progression/responsibility  Ability to deepen and broaden client relationships  Ability to identify opportunities to create efficiency  Strong ability to work independently  Ability to manage multiple priorities in a deadline driven environment  Proficient in current and new office technology
Company Description
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. Awards and Accolades U.S. Awards/Accolades: We don t often brag, but we re frequently recognized and awarded:  Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Place to Work® and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.  2022 Fortune's 100 Best Companies to Work For® , published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE ©2022 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.  Edward Jones scored 100 percent on the Human Rights Campaign Foundation s 2022 Corporate Equality Index (CEI) which designates Edward Jones as one of the best places to work for LGBTQ+ Equality  2022 Best Places to Work For LGBTQ+ Equality , Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Righ Apply tot his job Apply To this Job