Branch Office Administrator: Client Services & Growth

Edward Jones; Crosby (TX); Vor Ort; USD 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

Medical and prescription benefits

Dental and vision

401k retirement plan

Paid holidays

Zusammenfassung

Edward Jones is seeking a Branch Office Administrator to provide essential client service and office support. You will assist financial advisors with client accounts, communications, and operations, helping the team deliver a seamless client experience.

In this role you will learn the financial services process, manage administrative tasks, and contribute to branch business planning. A collaborative, client‑centered environment is offered with strong benefits.

Qualifikationen

• Provide exceptional client service via multiple contact channels.
• Develop and maintain relationships with clients and referral sources.
• Learn financial services processes including opening accounts and transfers.
• Proficient computer skills; willingness to learn MoneyGuide, Salesforce and Office tools.

Aufgaben

• Serve clients via inbound/outbound calls, email, and in-person interactions.
• Support account opening, transfers and documentation under advisor direction.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and update SOPs as needed.

Kenntnisse

Customer Service

Account Management

Administrative Skills

Communication

Tools

MoneyGuide

Salesforce

Microsoft Office

Jobbeschreibung

Edward Jones is seeking a Branch Office Administrator to provide essential client service and office support. You will assist financial advisors with client accounts, communications, and operations, helping the team deliver a seamless client experience.

In this role you will learn the financial services process, manage administrative tasks, and contribute to branch business planning. A collaborative, client‑centered environment is offered with strong benefits.