Jennifer Wallace, at left, a Sr. BOA at the Edward Jones branch office of Jon King, at right, in Calvert City, was recently honored for client service excellence.

Local Edward Jones Associate honored for Client Service Excellence

(Filed January 21, 2014) Jennifer Wallace, a Sr. BOA at the Edward Jones branch office of Jon King in Calvert City, recently attended the annual BOA Managing Partner's Conference at the firm's headquarters in St. Louis.

"This meeting enabled us to recognize our branch office administrators who provide excellent client service," said Edward Jones Managing Partner Jim Weddle. "Service excellence is how Edward Jones distinguishes itself in the financial services industry. We hope to leverage the successes and insights of those gathered at this conference."

The three-day conference pooled 350 of Edward Jones' branch office administrators to collectively recognize and reward their client service excellence, as well as take time to pinpoint the critical activities necessary to provide excellent client service.

Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

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