Branch Office Administrator: Client Services & Operations

Edward Jones; Brownsville (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to provide front‑line support to clients and assist financial advisors. You will handle client inquiries, process account requests, and help implement branch plans in a collaborative team environment.

The role emphasizes client service, attention to detail, and the ability to learn financial services tools while supporting day‑to‑day operations and marketing initiatives.

Qualifications

• Provide exceptional client service via various channels and build client relationships.
• Learn financial services processes including account openings and transfers.
• Support branch marketing initiatives and maintain accurate records.
• Proactively listen for client needs and respond with appropriate solutions.

Responsibilities

• Client Service: handle inbound/outbound calls, email, and in-person inquiries.
• Account Management: learn industry basics and assist with account transfers.
• Administrative & Operational Support: schedule meetings, prepare materials, update SOPs.
• Technology: comfortable with new software like MoneyGuide, Salesforce, and Office suite.

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 provide front‑line support to clients and assist financial advisors. You will handle client inquiries, process account requests, and help implement branch plans in a collaborative team environment.

The role emphasizes client service, attention to detail, and the ability to learn financial services tools while supporting day‑to‑day operations and marketing initiatives.