Position Details
About this role
Non-Reg On-Caller supports client service and branch operations as a BOA in a part-time capacity, handling client interactions, basic administrative tasks, and CRM/tool usage to ensure smooth service delivery.
Key Responsibilities
- Client Service: inbound/outbound calls, email, and in-person interactions
- Account Management: account openings, transfers, documentation; maintain client records
- Administrative & Operational Support: scheduling, materials for client meetings, managing correspondence; support marketing initiatives and branch plan
- Technology: MoneyGuide, Salesforce, Microsoft Office
Technical Overview
No heavy tech stack; involves CRM/tool usage with MoneyGuide, Salesforce, and Microsoft Office to support client relationships and branch tasks.
Ideal Candidate
The ideal candidate is a part-time, on-site administrator with strong client service and administrative capabilities, ready to support Edward Jones clients in Denton, TX. They should be comfortable handling multiple channels of communication, using CRM tools, and assisting with branch operations.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be authorized to work in the United States, Onsite work requirement at Denton, TX, Inability to meet part-time schedule expectations
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