Branch Office Administrator — Client Experience & Ops

Edward Jones; Shawnee (KS); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones, a Fortune 500 financial services firm, invites you to join as a Branch Office Administrator. You will support client accounts, facilitate communication, and ensure a positive client experience in a dynamic environment.

Training is provided, and you’ll work with a nationwide team to grow your career. The BOA role emphasizes client service, administrative duties, and collaboration with financial advisors.

Qualifications

• Provide exceptional client service via calls, email and in-person interactions.
• Learn and understand the financial services industry including account opening and transfers.
• Support administrative tasks and marketing initiatives; assist in branch business planning.

Responsibilities

• Deliver exceptional personalized service to clients and maintain relationships.
• Assist in annual business planning and develop strategies for the upcoming year.
• Identify opportunities for additional services by actively listening to client situations.
• Support events and marketing activities.

Skills

Client service

Account management

Administrative support

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones, a Fortune 500 financial services firm, invites you to join as a Branch Office Administrator. You will support client accounts, facilitate communication, and ensure a positive client experience in a dynamic environment.

Training is provided, and you’ll work with a nationwide team to grow your career. The BOA role emphasizes client service, administrative duties, and collaboration with financial advisors.