Posted in Consultant 15 days ago.
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Location: Saint Louis, Missouri
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 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
In Client Transition, we aim to optimize the experience for clients before, during, and after a financial advisor transition to ensure a long-term relationship with our organization. Through the various Client Transitions (Goodknight Program, Retirement Transition Program, Edward Jones Connection, and Open Offices), our focus is to ensure Branch teams are prepared to transition and receive client relationships. We also partner with branch teams to continuously explore their capacity to serve clients.
The Sr. Reporting Specialist designs, develops, and implements efficient reporting and tracking systems that will collect and report key measures and data so action plans can be developed to support business objectives.