Client Account Administrator; CAA
St. Albans, Saint Albans, Kanawha County, West Virginia, 25177, USA
Listed on 2026-01-12
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Business
Client Relationship Manager
Location: St. Albans
Client Account Administrator (CAA)
Base pay: $21.00/hr - $23.00/hr (Actual pay based on skills & experience)
Location: 601 Sixth Ave Suite 101, Saint Albans, WV
Schedule: Full‑Time.
Posting open until 08-Jan-2026 or until early closure due to volume of applicants.
Job OverviewWe seek a relationship builder, problem solver or critical thinker to work as part of a Branch team with a financial advisor. You will be the first point of contact for clients via phone and in person, building strong relations, identifying needs, and collaborating with advisors to help clients meet financial goals, contributing to the team’s success.
Responsibilities- Serve as first voice and face for clients.
- Develop deep client relationships and anticipate their needs.
- Assist in annual business planning and strategy development.
- Listen for opportunities to provide additional services.
- Lead marketing activities such as event planning and execution.
- Work independently within a support network of peers, regional, and central resources.
- Ability to deepen and broaden client relationships.
- Identify opportunities to create efficiency.
- Strong independence and self‑direction.
- Manage multiple priorities in a deadline‑driven environment.
- Proficient with current and new office technology.
- Willingness to learn how financial services and markets work.
- Comprehensive 6‑month training with experienced mentor.
- Support network from branch to region to home office.
- Culture of continuous improvement and professional development.
- Inclusive environment valuing diverse perspectives.
- Compensation package includes medical, dental, vision, prescription, and voluntary benefits.
- 401(k) retirement plan and tax‑advantaged accounts.
- Paid time off: 10 holidays, 15 days vacation, sick, personal, volunteer.
- Eligibility for bonuses and profit‑sharing.
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.
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