Branch Office Administrator — Client Services Champion

Edward Jones; Sun City (AZ); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

6-month training

Benefits package

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator in Sun City, AZ. You will provide seamless client service, support accounts and communications, and help maintain accurate records for a team of financial advisors.

You’ll handle scheduling, materials for client meetings, and assist with branch marketing initiatives and process improvements, contributing to a positive client experience and a strong community presence.

Qualifications

• Provide outstanding client service via inbound/outbound calls, email and in-person interactions.
• Learn and support account opening, transfers and client documentation.
• Work independently with guidance from financial advisors and branch team.
• Assist in branch marketing initiatives and SOP updates.

Responsibilities

• Deliver exceptional service to clients and maintain strong relationships.
• Support client accounts and ensure accurate records and documentation.
• Schedule meetings, prepare materials, and coordinate with advisors.
• Support the branch business plan and assist in process improvements.

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 in Sun City, AZ. You will provide seamless client service, support accounts and communications, and help maintain accurate records for a team of financial advisors.

You’ll handle scheduling, materials for client meetings, and assist with branch marketing initiatives and process improvements, contributing to a positive client experience and a strong community presence.