Branch Office Admin & Client Services Lead

Edward Jones; Shelbyville (KY); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical and Rx coverage

HSA & FSA

Voluntary benefits

Well-being programs

Retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, support account management, and handle administrative tasks to back a financial advisory team. You’ll engage with clients via calls, email, and in-person interactions, helping to drive a positive client experience.

You’ll learn financial services basics, participate in business planning, and collaborate with a large support network.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Provide exceptional service to clients and maintain strong relationships with clients, referral sources, and internal client support team members.
• Assist in account opening, transfers, and processing requests under the guidance of the financial advisor.
• Perform administrative tasks, schedule appointments, prepare materials for meetings, and support marketing initiatives.
• Learn and utilize firm software and tools to support client service and operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client service, support account management, and handle administrative tasks to back a financial advisory team. You’ll engage with clients via calls, email, and in-person interactions, helping to drive a positive client experience.

You’ll learn financial services basics, participate in business planning, and collaborate with a large support network.