Branch Office Admin & Client Services Specialist

Edward Jones; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

HSA

FSA

Voluntary benefits

Well-being programs

Retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support. You will assist in account management, communications, and everyday branch operations to help clients achieve their financial goals.

The role emphasizes independent work with a large support network, training, and opportunities to contribute to marketing and business planning efforts across the branch. A collaborative, client‑focused mindset is key.

Qualifications

• Customer service experience in financial services preferred.
• Ability to learn financial industry concepts.
• Strong organizational and communication skills.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Learn and understand the financial services industry; assist with account openings and transfers.
• Prepare materials for client meetings and support marketing initiatives.
• Update SOPs and help execute the branch business plan.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Communication skills

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support. You will assist in account management, communications, and everyday branch operations to help clients achieve their financial goals.

The role emphasizes independent work with a large support network, training, and opportunities to contribute to marketing and business planning efforts across the branch. A collaborative, client‑focused mindset is key.