Branch Office Administrator: Client Services & Operations

Edward Jones; Keene (NH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical & prescription

Dental & vision

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is hiring Branch Office Administrators (BOA) to support financial advisors and clients. You will handle client communication, account support, and documentation while enabling marketing initiatives and events.

This role emphasizes service excellence, accuracy, and teamwork within a full-time setting. Training and mentorship are provided as part of a broad support network from branch to home office.

Qualifications

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal teams.
• Assist in scheduling appointments, preparing meeting materials, and supporting marketing initiatives.
• Learn the financial services industry and process account transfers and other requests as directed by the advisor.

Responsibilities

• Support client accounts and ensure a positive client experience.
• Assist in developing strategies during the annual business planning process.
• Actively listen for client needs that may require additional services.
• Drive marketing activities such as planning and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring Branch Office Administrators (BOA) to support financial advisors and clients. You will handle client communication, account support, and documentation while enabling marketing initiatives and events.

This role emphasizes service excellence, accuracy, and teamwork within a full-time setting. Training and mentorship are provided as part of a broad support network from branch to home office.