Branch Office Administrator: Client Services & Growth

Edward Jones; Alvin (TX); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to deliver seamless client service and support for our clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

This is a strong, growth-oriented opportunity within a Fortune 500 financial services firm. You will assist financial advisors with administrative tasks, account management, and marketing activities, in a collaborative,

Qualifications

• Experience delivering excellent client service and support.
• Ability to manage accounts and coordinate with financial advisors.
• Strong administrative and operational capabilities.

Responsibilities

• Provide exceptional service to clients via calls, email and in person.
• Support client accounts and maintain accurate records.
• Assist the financial advisor with administrative tasks and marketing efforts.
• Learn and adapt to firm-provided software and processes.

Skills

Client Service

Account Management

Administrative & Operational Support

Technology

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to deliver seamless client service and support for our clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.

This is a strong, growth-oriented opportunity within a Fortune 500 financial services firm. You will assist financial advisors with administrative tasks, account management, and marketing activities, in a collaborative,