Branch Office Admin & Client Services Specialist

Edward Jones; Edmonds (WA); Sur place; USD 42 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical benefits

401k retirement plan

Paid time off

Résumé du poste

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with administrative duties, account handling, and seamless service delivery. The role emphasizes personal client care, effective communication, and collaboration across branch teams.

You will contribute to business planning, client relationships, and the broader marketing initiatives while leveraging technology tools and a strong detail-oriented approach.

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; manage account openings, transfers, and other requests.
• Administrative & Operational Support: Perform tasks independently, schedule appointments, prepare materials, manage correspondence, and support marketing initiatives.
• Technology: Proficient with firm-provided software; willingness to learn new tools such as MoneyGuide and Salesforce.

Responsabilités

• Deliver exceptional personalized service to clients to ensure they feel understood and informed.
• Support the annual business planning process and help develop strategies for the upcoming year.
• Actively identify client life events signaling potential needs for additional services.
• Assist in driving marketing activities, including planning and executing events.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with administrative duties, account handling, and seamless service delivery. The role emphasizes personal client care, effective communication, and collaboration across branch teams.

You will contribute to business planning, client relationships, and the broader marketing initiatives while leveraging technology tools and a strong detail-oriented approach.