Branch Office Administrator - Client Services Lead

Edward Jones; Lakeland (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Health savings account

Flexible spending account

Ten paid holidays

15 days of vacation for new associates

Volunteer day benefit

Employee Assistance Program

Bonus opportunities based on branch &’

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and deliver exceptional client service. You will handle client accounts, coordinate communications, and contribute to the branch’s success in a dynamic environment.

We provide six-month training, broad regional and home-office support, and opportunities to contribute to events and business planning while growing your career with Edward Jones.

Qualifications

• Deliver exceptional client service across multiple channels.
• Assist in account management and documentation.
• Support marketing events and branch business plan execution.
• Learn and apply firm-provided software and processes.

Responsibilities

• Client service via inbound and outbound calls, email, and in-person interactions.
• Handle account transfers and client requests under advisor direction.
• Prepare materials for client meetings and support marketing initiatives.
• Maintain accurate client records and streamline SOPs.

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 to support financial advisors and deliver exceptional client service. You will handle client accounts, coordinate communications, and contribute to the branch’s success in a dynamic environment.

We provide six-month training, broad regional and home-office support, and opportunities to contribute to events and business planning while growing your career with Edward Jones.