Branch Office Administrator - Client Service & Growth

Edward Jones; Summerville (SC); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical & Rx

Dental & Vision

401k

Paid holidays & vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to join our client-centric team. You will provide seamless support to clients, coordinate communications, and help keep accounts accurate as you work with one or more financial advisors.

This full-time role offers comprehensive training, a broad support network, and opportunities to grow your career while serving nine million clients.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn financial services industry and account handling under advisor direction.
• Support administrative tasks and branch business planning.
• Willingness to learn MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Deliver exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation.
• Provide administrative and operational support to the financial advisor.
• Support marketing activities and update SOPs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to join our client-centric team. You will provide seamless support to clients, coordinate communications, and help keep accounts accurate as you work with one or more financial advisors.

This full-time role offers comprehensive training, a broad support network, and opportunities to grow your career while serving nine million clients.