Branch Office Administrator & Client Services

Edward Jones; Avon (CT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being programs

Retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support within a dynamic financial services environment. You will assist with client accounts, coordinate communications, and help ensure a positive client experience as part of a broader advisor team.

In this role you’ll learn our processes, support annual business planning, and leverage technology such as Salesforce and Microsoft Office to streamline operations and enhance service delivery across the branch

Qualifications

• Analytical thinking to assess client needs and options.
• Attention to detail in data handling and documentation.
• Adaptability to changing client situations and priorities.
• Strong conversational skills for clear client communication.
• Proficiency with digital tools used to service clients.
• Ability to collaborate with teammates and advisors.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation per advisor direction.
• Schedule appointments, prepare materials for meetings, and manage correspondence.
• Support branch marketing initiatives and contribute to the branch business plan.

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 to provide seamless client support within a dynamic financial services environment. You will assist with client accounts, coordinate communications, and help ensure a positive client experience as part of a broader advisor team.

In this role you’ll learn our processes, support annual business planning, and leverage technology such as Salesforce and Microsoft Office to streamline operations and enhance service delivery across the branch