Branch Office Administrator: Client Services & Operations

Edward Jones; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client services, support account activity, and help execute the branch business plan. You will collaborate with financial advisors to ensure a positive client experience and accurate records.

The role includes comprehensive training, a broad support network, and opportunities to grow within a private, client-centered firm. A structured benefits package accompanies full-time employment at Edward Jones.

Qualifications

• Experience delivering client service in a financial services environment.
• Ability to manage accounts and process routine transactions accurately.
• Strong administrative and operational support capabilities.
• Comfort with learning firm-provided software and financial tools.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation for advisors.
• Schedule appointments, prepare meeting materials, and support branch marketing.
• Learn and use MoneyGuide, Salesforce, Microsoft Office, and internal systems.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential client services, support account activity, and help execute the branch business plan. You will collaborate with financial advisors to ensure a positive client experience and accurate records.

The role includes comprehensive training, a broad support network, and opportunities to grow within a private, client-centered firm. A structured benefits package accompanies full-time employment at Edward Jones.