Branch Office Admin & Client Services

Edward Jones; Elkridge (MD); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator to provide essential client service and administrative support in a fast-paced financial advisory environment. You will assist with client accounts, communications, and day-to-day operations while collaborating with financial advisors and a broad support network.

The role emphasizes delivering personalized client experiences, learning financial service processes, and supporting marketing initiatives.

Qualifications

• Proven ability to deliver high-level client service across channels.
• Strong organizational skills and attention to detail.
• Ability to learn financial processes and support multiple advisors.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Handle account openings, transfers, and requests under advisor direction.
• Schedule appointments, prepare materials for client meetings, and support branch marketing initiatives.
• Learn and use firm software (MoneyGuide, Salesforce, MS Office) to streamline processes.

Skills

Client service

Account management

Administration

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide essential client service and administrative support in a fast-paced financial advisory environment. You will assist with client accounts, communications, and day-to-day operations while collaborating with financial advisors and a broad support network.

The role emphasizes delivering personalized client experiences, learning financial service processes, and supporting marketing initiatives.