HARVARD – Laurie Knudson, a senior branch office administrator at the Edward Jones branch office of Eric Thornburg in Harvard, recently attended the annual Branch Office Administrator Managing Partner’s Conference at the firm’s headquarters in St. Louis, Mo.
The three-day conference pooled 350 of Edward Jones’ branch office administrators to collectively recognize and reward their client service excellence and pinpoint the critical activities necessary to provide excellent client service, according to a news release.
Edward Jones provides financial services for individual investors in the U.S. 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 more than 12,000 financial advisers work directly with nearly 7 million clients.