Branch Office Administrator: Client Services & Operations

Edward Jones; Grand Junction (CO); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug

401k

Paid holidays

Vacation

Job summary

Edward Jones in the United States is seeking a dedicated Branch Office Administrator to support financial advisors and clients. You’ll help manage client accounts, coordinate communications, and deliver a seamless client experience in a collaborative team setting.

This role offers comprehensive training, a broad support network, and opportunities to grow your career within a Fortune 500 firm that values inclusion, performance, and a strong client focus.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry and account handling processes.
• Support marketing initiatives and branch business plans as needed.
• Demonstrate strong computer literacy and willingness to learn MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, handling account transfers and other requests as directed by the financial advisor.
• Prepare materials for client meetings, manage correspondence and support marketing initiatives.
• Support SOP updates and execute on 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 dedicated Branch Office Administrator to support financial advisors and clients. You’ll help manage client accounts, coordinate communications, and deliver a seamless client experience in a collaborative team setting.

This role offers comprehensive training, a broad support network, and opportunities to grow your career within a Fortune 500 firm that values inclusion, performance, and a strong client focus.