Branch Office Administrator & Client Services

Edward Jones; Chokio (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

6-month training

Support network

Team backing

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to support financial advisors with client accounts, communications, and scheduling within a busy branch. You’ll provide seamless client service, help with account processes, and coordinate with a broad support network.

The role begins with a comprehensive 6-month training and continues with access to a regional and home-office support system. You’ll often work independently while backed by thousands of colleagues.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Ability to learn and understand the financial services industry and client account workflows.

Responsibilities

• Account opening, handling transfers and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and support marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Minnesota is seeking a Branch Office Administrator to support financial advisors with client accounts, communications, and scheduling within a busy branch. You’ll provide seamless client service, help with account processes, and coordinate with a broad support network.

The role begins with a comprehensive 6-month training and continues with access to a regional and home-office support system. You’ll often work independently while backed by thousands of colleagues.