Branch Office Admin & Client Services Lead

Edward Jones; Ballwin (MO); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid holidays

Vacation days

Disability insurance

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and contribute to client accounts, communications, and a positive experience. You will work in a dynamic, rewarding environment at a leading financial services firm.

This full‑time role includes a comprehensive 6‑month training with an experienced mentor, plus a broad support network from branch to home office. Edward Jones is privately owned, focusing on clients and career development.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in‑person interactions.
• Aptitude to learn financial services industry; handle account opening, transfers, and client requests as directed by the advisor.
• Strong ability to work independently on administrative tasks; support branch business planning and marketing initiatives.
• Willingness to learn new technology and programs used by the firm (MoneyGuide, Salesforce, Microsoft Office).

Responsibilities

• Deliver exceptional personalized service to clients and maintain strong relationships with clients, referral sources, and internal teams.
• Assist in annual business planning and help develop strategies for the upcoming year.
• Support account opening, transfers, and other client requests under guidance of the financial advisor.
• Handle scheduling, meeting materials, correspondence, and SOP updates to streamline branch operations.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and contribute to client accounts, communications, and a positive experience. You will work in a dynamic, rewarding environment at a leading financial services firm.

This full‑time role includes a comprehensive 6‑month training with an experienced mentor, plus a broad support network from branch to home office. Edward Jones is privately owned, focusing on clients and career development.