Branch Office Administrator: Client Services Lead

Edward Jones; Spanish Springs (NV); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental insurance

Vision insurance

Short- and long-term disability

Life insurance

401k retirement plan

Paid holidays

Vacation & sick time

Volunteer time

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support and account assistance. You’ll help with client communications, account handling, and daily branch operations in a collaborative team environment.

You’ll receive comprehensive training and join a broad support network from the branch to the home office, with opportunities to grow your career in a privately-owned firm that values clients and colleagues.

Qualifications

• Client service experience providing exceptional service via calls, email and in-person interactions.
• Aptitude to learn and understand the financial services industry, including account handling.
• Strong administrative and operational support skills with attention to detail.
• Willingness to learn new technology and programs used by the firm.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn and manage client accounts, including openings and transfers, as directed by the advisor.
• Support scheduling, materials for meetings, correspondence and marketing initiatives.
• Assist in streamlining branch processes and updating SOPs in line with the branch business plan.

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 is seeking a Branch Office Administrator to provide seamless client support and account assistance. You’ll help with client communications, account handling, and daily branch operations in a collaborative team environment.

You’ll receive comprehensive training and join a broad support network from the branch to the home office, with opportunities to grow your career in a privately-owned firm that values clients and colleagues.