Branch Office Administrator — Client Services & Growth

Edward Jones; Sierra Vista (AZ); Híbrido; USD 40.000 - 60.000; Jornada completa

Descripción de la vacante

Edward Jones is seeking a Branch Office Administrator (BOA) in the United States to support financial advisors and clients. You will manage client accounts, facilitate communications, and ensure a positive client experience in a collaborative, fast-paced environment.

The role includes training, a broad support network, and opportunities to contribute to branch planning, events, and marketing efforts while developing your career with a respected financial services firm.

Formación

• Strong client service orientation with excellent communication skills.
• Ability to learn financial services concepts and apply them to client interactions.
• Experience supporting a financial advisor or sales team is a plus.

Responsabilidades

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under advisor direction.
• Schedule appointments, prepare meeting materials, and support branch marketing initiatives.
• Maintain accurate client records and streamline branch operations.

Conocimientos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Herramientas

MoneyGuide

Salesforce

Microsoft Office

Descripción del empleo

Edward Jones is seeking a Branch Office Administrator (BOA) in the United States to support financial advisors and clients. You will manage client accounts, facilitate communications, and ensure a positive client experience in a collaborative, fast-paced environment.

The role includes training, a broad support network, and opportunities to contribute to branch planning, events, and marketing efforts while developing your career with a respected financial services firm.