Branch Office Administrator: Client Services Lead

Edward Jones; Odessa (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Vacation days

Bonus opportunities

Job summary

Edward Jones in the United States invites you to join as a Branch Office Administrator (BOA). You'll provide client account support, coordinate communications, and help advisors deliver on financial goals in a collaborative team setting.

The role includes six months of training, a broad support network, and opportunities to grow within a client-focused, inclusive culture. This full-time position offers comprehensive benefits and a path to advance with Edward Jones.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry, including account opening and transfers.
• Support branch operations, scheduling, materials for client meetings, and marketing initiatives.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn financial services processes including account openings and transfers.
• Administrative & Operational Support: Work independently for the advisor, handle scheduling and meeting prep, and support marketing initiatives.
• Technology: Use MoneyGuide, Salesforce, and Microsoft Office; learn firm-provided software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States invites you to join as a Branch Office Administrator (BOA). You'll provide client account support, coordinate communications, and help advisors deliver on financial goals in a collaborative team setting.

The role includes six months of training, a broad support network, and opportunities to grow within a client-focused, inclusive culture. This full-time position offers comprehensive benefits and a path to advance with Edward Jones.