Branch Office Admin: Client Services & Operations

Edward Jones; Federal Way (WA); Híbrido; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Disability benefits

401k

Paid holidays

Vacation days

Bonus opportunities

Descripción de la vacante

Edward Jones in the United States invites applications for a Branch Office Administrator (BOA). You will provide administrative support to a financial advisor or team, handle client communications, and help manage accounts to deliver a seamless client experience.

The role includes training, collaboration across branch networks, and opportunities to participate in business planning, events, and marketing activities.

Formación

• Ability to provide exceptional client service via multiple channels (phone, email, in-person).
• Aptitude to learn financial services terminology and processes.
• Ability to support branch business planning and marketing initiatives.

Responsabilidades

• Provide exceptional client service via inbound/outbound calls, emails, and in-person interactions.
• Handle account openings, transfers, and documentation under adviser guidance.
• Schedule appointments and prepare materials for client meetings; support branch SOP updates.

Conocimientos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Herramientas

MoneyGuide

Salesforce

Microsoft Office

Descripción del empleo

Edward Jones in the United States invites applications for a Branch Office Administrator (BOA). You will provide administrative support to a financial advisor or team, handle client communications, and help manage accounts to deliver a seamless client experience.

The role includes training, collaboration across branch networks, and opportunities to participate in business planning, events, and marketing activities.