Branch Office Administrator: Client Service & Ops

Edward Jones; Kerrville (TX); Presencial; USD 40 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical benefits

Dental & Vision

401k retirement plan

Paid holidays

Vacation & sick time

Resumo da oferta

Edward Jones is hiring a Branch Office Administrator to join our team in a client-focused, supportive capacity. You will assist financial advisors in daily client service, account processing, and communications, while helping implement branch plans and events.

This role offers growth and training opportunities within a large, client-centered firm. You will work closely with advisors and support teams to deliver exceptional service, manage documentation, and use firm software to streamline

Qualificações

• Client service mindset demonstrated in interactions via calls, email or in person.
• Ability to learn financial services processes and account handling.
• Willingness to support branch business planning and marketing efforts.

Responsabilidades

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and client documentation with accuracy.
• Support scheduling, meetings, marketing initiatives, and SOP updates.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office as needed.

Conhecimentos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Ferramentas

MoneyGuide

Salesforce

Microsoft Office

Descrição da oferta de emprego

Edward Jones is hiring a Branch Office Administrator to join our team in a client-focused, supportive capacity. You will assist financial advisors in daily client service, account processing, and communications, while helping implement branch plans and events.

This role offers growth and training opportunities within a large, client-centered firm. You will work closely with advisors and support teams to deliver exceptional service, manage documentation, and use firm software to streamline