Branch Office Administrator: Client Service & Operations Lead

Edward Jones; Atchison (KS); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical and prescription drugs

Dental and vision

401k retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to deliver exceptional client service while providing essential back-office support. You’ll assist in client accounts, coordinate communications, and help execute the branch business plan in a collaborative environment.

You’ll receive structured 6-month training, strong peer support, and access to a broad network from the branch to the home office. The role offers extensive growth potential within a long-term, client-centered firm.

Qualifications

• Client service experience handling inbound/outbound calls, email, and in-person visits.
• Ability to learn financial services industry basics and account handling.
• Strong administrative and organizational skills with attention to detail.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Open accounts, transfer handling, and processing transactions as directed.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and contribute to branch business plans.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to deliver exceptional client service while providing essential back-office support. You’ll assist in client accounts, coordinate communications, and help execute the branch business plan in a collaborative environment.

You’ll receive structured 6-month training, strong peer support, and access to a broad network from the branch to the home office. The role offers extensive growth potential within a long-term, client-centered firm.