Branch Office Admin & Client Services Specialist

Edward Jones; Fort Morgan (CO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Six‑month training program

Mentorship and regional support

Comprehensive benefits

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team and deliver exceptional client service while supporting client accounts and communications. You will help with account openings, transfers, and day-to-day client interactions, under the guidance of a financial advisor.

You will participate in a six-month comprehensive training program, receive broad branch and regional support, and work with a large professional network to back you as you grow.

Qualifications

• Proven ability to provide exceptional client service and build relationships.
• Willingness to learn financial services industry and support advisor teams.
• Proactive with strong organizational skills and attention to detail.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and servicing per advisor directions.
• Handle scheduling, materials for meetings, and SOP/branch process improvements.
• Support marketing initiatives and use firm-provided software.

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 join our team and deliver exceptional client service while supporting client accounts and communications. You will help with account openings, transfers, and day-to-day client interactions, under the guidance of a financial advisor.

You will participate in a six-month comprehensive training program, receive broad branch and regional support, and work with a large professional network to back you as you grow.