Branch Office Admin & Client Services Specialist

Edward Jones; Fort Collins (CO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical & Rx

Dental

Vision

Disability (Short & Long-Term)

401k retirement plan

Paid holidays

Vacation (15 days)

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a fast-paced office environment. You will help manage client accounts, coordinate communications, and contribute to daily operations to ensure a seamless client experience.

Join a culture that values inclusion and professional development, with comprehensive training and a wide network of support from branch to home office. The role offers full-time hours and a benefits-rich package.

Qualifications

• Client service focus with ability to handle inquiries via phone, email, and in person.
• Account management: learn financial services, open accounts, transfers and requests.
• Administrative & operational support: schedule appointments, prepare materials, update SOPs.

Responsibilities

• Provide exceptional service to clients via multiple channels.
• Support accounts and maintain accurate client records.
• Assist in branch marketing initiatives and business planning.
• Learn and adopt new firm-provided software and tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a fast-paced office environment. You will help manage client accounts, coordinate communications, and contribute to daily operations to ensure a seamless client experience.

Join a culture that values inclusion and professional development, with comprehensive training and a wide network of support from branch to home office. The role offers full-time hours and a benefits-rich package.