Branch Office Administrator

Edward Jones; Chillicothe (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Client Support Team Professional, where your role is crucial in fostering client relationships and supporting financial advisors. This full-time position offers a collaborative environment with comprehensive training and mentorship. You'll be the first point of contact for clients, ensuring they feel understood and informed. With a focus on personal and professional growth, this role provides opportunities to contribute to clients' financial success while enjoying a range of benefits. If you're a problem solver and relationship builder, this is the perfect opportunity for you.

Benefits

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Vacation days

Sick leave

Personal days

Volunteer days

Bonuses and profit sharing

Qualifications

• Ability to deepen client relationships and manage multiple priorities.
• Proficient with office technology and willing to learn about financial services.

Responsibilities

• Deliver exceptional personalized service to clients.
• Participate in annual business planning and execute marketing events.

Skills

Client relationship management

Efficiency identification

Independent work

Multi-priority management

Office technology proficiency

Financial services knowledge

Job description

Would you call yourself a relationship builder, a problem solver, or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we are intentional in calling our field associates branch teams. Most of our teams are small, consisting of two or three people. As a Client Support Team Professional, you are a vital member of that team, working alongside the financial advisor. You are often the first voice clients hear over the phone and the first face they see in person. Your main responsibility is to understand your clients deeply, helping them identify and anticipate their needs. Together with your financial advisor, you play a crucial role in helping clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 20 Executive Center Drive, Suite B, Chillicothe, OH

This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to high applicant volume.

About the Role

If you're seeking a fulfilling career, the Branch Office Administrator (BOA) role may be suitable for you. BOAs collaborate with Financial Advisors to help clients reach their long-term financial objectives. We serve over seven million clients, and our BOAs are a valued part of the client team, with diverse professional backgrounds that contribute to our success. We appreciate different perspectives to achieve results.

Support and Development

Our team provides comprehensive support, including:

• Six months of training with mentorship from experienced peers
• A broad support network from your branch to regional and home office levels
• Independence in your work, backed by a large support system

Key Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Participate in annual business planning to develop strategies for the upcoming year
• Listen actively for opportunities to offer additional services
• Plan and execute marketing events

Additional Benefits

• A culture of continuous improvement and professional growth
• An inclusive environment that values diverse viewpoints
• Recognition programs supporting long-term career, financial security, and well-being
• Full-time benefits include medical, dental, vision, voluntary benefits, disability coverage, life insurance, 401k, HSA, FSA, paid holidays, vacation, sick leave, personal days, and volunteer days. Bonuses and profit sharing may also be available. For details, visit our benefits page.

Compensation

Hiring Minimum: $21.38
Hiring Maximum: $22.71

We believe in a human-centered approach and offer merit-based salary increases. The pay range shown is a subset of the total range.

Skills and Requirements

• Ability to deepen client relationships
• Identify opportunities for efficiency
• Work independently
• Manage multiple priorities in a deadline-driven environment
• Proficient with office technology
• Willingness to learn about financial services and markets

Awards & Accolades

We are proud of our recognition and awards. Learn more about our achievements on our blog posts for U.S. and Canadian accolades.

About Us

Join a Fortune 500 company where your contributions matter. With over 9 million clients and 20,000 financial advisors in the U.S. and Canada, we focus on our clients rather than shareholders. Our purpose is to partner for positive impact, improving lives and communities. We foster an inclusive, innovative, and flexible environment that values performance and belonging. We believe our people are our greatest asset.