Branch Office Administrator: Client Service & Operations

Edward Jones; Summerville (SC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service across calls, emails and in-person visits. You will support account management, including openings and transfers, and help maintain accurate client records.

You’ll engage in scheduling, preparing materials for meetings, and supporting marketing initiatives, while using MoneyGuide, Salesforce and MS Office to streamline daily workflows.

Qualifications

• Excellent analytical and problem-solving abilities.
• Strong attention to detail and accuracy in client interactions.
• Flexible, adaptable, and capable of working with a team.
• Strong communication skills across channels (phone, email, in-person).

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; assist in account opening and transfers.
• Support administrative tasks, scheduling, materials for client meetings, and branch initiatives.
• Utilize firm-provided software and tools to streamline processes and maintain client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service across calls, emails and in-person visits. You will support account management, including openings and transfers, and help maintain accurate client records.

You’ll engage in scheduling, preparing materials for meetings, and supporting marketing initiatives, while using MoneyGuide, Salesforce and MS Office to streamline daily workflows.