Branch Office Admin & Client Services Specialist

Edward Jones; Tacoma (WA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Training program

Mentoring and peer support

Part-time benefits eligibility

Job summary

Edward Jones is seeking a Branch Office Administrator to join a dynamic client‑facing team. You will support financial advisors, manage client communications, and help drive the branch’s service quality and operations.

This is a pivotal role in delivering a positive client experience across multiple channels. As a BOA, you’ll contribute to account management, administrative tasks, and ongoing process improvements, with a focus on client service excellence and collaboration within a large network

Qualifications

• Analytical thinking with ability to interpret client data and goals.
• Attention to detail to ensure accurate and compliant documentation.
• Adaptability to support clients and advisors in a dynamic environment.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and other client requests under advisor direction.
• Support scheduling, meeting materials, and marketing initiatives for the branch.

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 a dynamic client‑facing team. You will support financial advisors, manage client communications, and help drive the branch’s service quality and operations.

This is a pivotal role in delivering a positive client experience across multiple channels. As a BOA, you’ll contribute to account management, administrative tasks, and ongoing process improvements, with a focus on client service excellence and collaboration within a large network