Branch Office Administrator: Client Services

Edward Jones; Foxborough (MA); Sur place; USD 42 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical benefits

401k plan

Paid time off

Résumé du poste

Edward Jones seeks a Branch Office Administrator to provide seamless client support, manage accounts, and assist advisors in daily operations. This role offers growth within a large financial services network and exposure to business planning, client communications, and marketing activities.

The BOA will work within a branch environment, leveraging systems like Salesforce and MoneyGuide, and collaborating across teams to enhance the client experience.

Qualifications

• Experience delivering client service via calls, email, or in person.
• Ability to learn financial software and process transactions.
• Strong organizational and communication skills.
• Willingness to work with a team and across branches.

Responsabilités

• Provide exceptional service to clients via calls, email, and in-person.
• Assist in account opening and transfers under advisor direction.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and update SOPs.

Connaissances

Client service

Account management

Administrative support

Tech literacy

Communication

Outils

Salesforce

MoneyGuide

Microsoft Office

Description du poste

Edward Jones seeks a Branch Office Administrator to provide seamless client support, manage accounts, and assist advisors in daily operations. This role offers growth within a large financial services network and exposure to business planning, client communications, and marketing activities.

The BOA will work within a branch environment, leveraging systems like Salesforce and MoneyGuide, and collaborating across teams to enhance the client experience.