Branch Office Admin: Client Services & Operations

Edward Jones; Kansas City (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental

Vision

401(k)

Job summary

Edward Jones in the United States invites applications for the Branch Office Administrator (BOA) role. BOAs partner with financial advisors to help clients reach long‑term goals, providing administrative support and ensuring a positive client experience.

This full‑time opportunity comes with comprehensive training, a broad support network, and a culture that values diverse perspectives. You will manage client accounts, scheduling, communications, and events while contributing to business

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry; handle account opening/transfers and other requests.
• Administrative & Operational Support: Work independently under the financial advisor's direction; schedule appointments and prepare materials.
• Technology: Comfortable with new software and firm-provided tools.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Support account opening, transfers, and other requests as directed by the financial advisor.
• Handle scheduling, paperwork, and materials for client meetings; support marketing initiatives.
• Assist in updating SOPs and executing the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States invites applications for the Branch Office Administrator (BOA) role. BOAs partner with financial advisors to help clients reach long‑term goals, providing administrative support and ensuring a positive client experience.

This full‑time opportunity comes with comprehensive training, a broad support network, and a culture that values diverse perspectives. You will manage client accounts, scheduling, communications, and events while contributing to business