Top 53 Client advisor Jobs in Jackson, Mi

Branch Office Administrator
Edward Jones —Jackson, MI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Michigan
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Locum Physician (MD/DO) - Hospitalist in Michigan
LocumJobsOnline —Michigan
- Full-time
- Medicine
- Hospital
- BC/BE
12h
Mgr Co-worker Communications
Consumers Energy —Jackson, MI
- Writing skills
- Research
- Office
- Paid parental leave
- Paid holidays
12d
Customer Service Advisor
Jenkins Insurance Group LLC —Jackson, MI
- $32,000 - $52,000 a year
- Word processing
- High school diploma or GED
- Communication skills
Quick Apply
Preferred Relationship Manager
Fifth Third Bank —Jackson, MI
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
9d
Business Development Coordinator
Jim Winter Automotive Group —Jackson, MI
- $42,000 - $50,000 a year
- Full-time
- Dealership
- Organizational skills
- Communication skills
Quick Apply
Associate Financial Advisor
Raymond James Financial, Inc. —Jackson, MI
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Clubhouse Generalist - (Psychosocial Rehabilitation - Jackson County).
Hope Network —Jackson, MI
- $15 - $18 an hour
- Evenings as needed
- Computer literacy
- High school diploma or GED
- Ability to lift 50 pounds
- Paid training
- Paid holidays
Quick Apply
8d
Human Resources Director
R&D LANDSCAPE LLC —Eaton Rapids, MI
- $70,000 - $90,000 a year
- Full-time
- 7 years
- OSHA
- Office
- Health insurance
- Paid time off
Quick Apply
Insurance Sales Advisor - Farmers Insurance
Farmers District 40 —Jackson, MI
- $45,000 - $75,000 a year
- Full-time
- Bilingual
- Hospitality
- 1 year
- Paid training
- Paid time off
Quick Apply
2d
Entry-Level Traffic Engineer
Colliers Engineering & Design —Lansing, MI
- $78,050 - $85,800 a year
- Full-time
- Maintenance
- English
- Bachelor's degree
Quick Apply
Traffic Project Engineer
Colliers Engineering & Design —Lansing, MI
- $95,050 - $108,400 a year
- Full-time
- English
- Research
- Office
Quick Apply
Medicare Broker Transition & Successorship Specialist
Advocate Health Advisors, LLC —United States
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Paid training
- Health insurance
Quick Apply
Key Account Manager / 62441
Sapphire Recruitment —United States
- $115,000 - $220,000 a year
- Email
- Remote
- 7 years
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Brain Health / Longevity Registered Dietitian
BetterBrain —United States
- From $50 an hour
- Full-time
- Remote
- Clinic experience
- Mid-level
- Neurology
- Paid training
- Continuing education credits
Quick Apply
Remote Insurance Sales Producer: Home & Auto
MBH Insurance & Financial Services Inc. —United States
- $65,000 - $95,000 a year
- Full-time
- Remote
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
5d

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RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Michigan
You’ll own your performance targets and play a key role in driving client satisfaction. 2+ years of individual life insurance sales, with a life license in good…
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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6d
Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…

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client advisor jobs near jackson, mi

Branch Office Administrator

Edward Jones -
Jackson, MI

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Job Details

Full-time

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Opening bank accounts
Computer operation
Managing customer accounts
Customer communication
Investment advisory support
Correspondence management
Email customer support
Account maintenance
Financial transaction processing
Procedural guides
Computer literacy
Service scheduling
Client file management
Process improvement
Executive administrative support
Financial software
Team scheduling
Improving operational efficiency
Accurate transaction records management
Managing clients in a customer support role
Managing financial planning clients
Financial records management
Financial record maintenance
Investment account customer support
Productivity software
Documentation Handling
Account management
Standard operating procedures (SOPs)
Marketing
Client interaction via phone calls

Full Job Description

This job posting is anticipated to remain open for 30 days, from 14-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

Comprehensive 6-month training including an experienced 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

What skills would make you a successful BOA?

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Role Requirements

Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Apply Now

Refine Your Search

client advisor jobs in jackson, mi

Branch Office Administrator

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Locum Physician (MD/DO) - Hospitalist in Michigan

Mgr Co-worker Communications

Customer Service Advisor

Preferred Relationship Manager

Business Development Coordinator

Associate Financial Advisor

Clubhouse Generalist - (Psychosocial Rehabilitation - Jackson County).

Human Resources Director

Insurance Sales Advisor - Farmers Insurance

Entry-Level Traffic Engineer

Traffic Project Engineer

Medicare Broker Transition & Successorship Specialist

Key Account Manager / 62441

Brain Health / Longevity Registered Dietitian

Remote Insurance Sales Producer: Home & Auto

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