Branch Office Administrator: Client Services & Operations

Edward Jones; Austin (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) Retirement Plan

Paid holidays

Vacation time (15 days)

Job summary

Edward Jones invites applications for a Branch Office Administrator to join our team in the Austin area. You will deliver seamless client service, support account activity, and help implement the branch business plan under the guidance of financial advisors.

The role offers structured training, a broad support network, and opportunities to develop skills across client service, operations, and marketing initiatives in a large, privately held firm.

Qualifications

• Customer service mindset with strong communication and problem solving.
• Ability to learn and adapt to financial services processes.
• Strong interpersonal skills to engage clients and colleagues.

Responsibilities

• Provide exceptional client service via calls, email, and in person.
• Assist in opening accounts and processing transfers under advisor guidance.
• Support branch operations and scheduling, ensuring accurate records.
• Learn and utilize MoneyGuide, Salesforce, and MS Office in daily tasks.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones invites applications for a Branch Office Administrator to join our team in the Austin area. You will deliver seamless client service, support account activity, and help implement the branch business plan under the guidance of financial advisors.

The role offers structured training, a broad support network, and opportunities to develop skills across client service, operations, and marketing initiatives in a large, privately held firm.