Branch Office Administrator: Client Services & Operations

Edward Jones; Round Rock (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential client support and help advisors manage accounts. You will engage clients via calls, email, and in-person interactions, contributing to accurate record keeping and coordinated service.

You will receive structured training, and join a vast network that backs your branch, region, and home office, enabling independent work with strong team support.

Qualifications

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn financial services, open accounts, transfer requests, and maintain client records.
• Administrative & Operational Support: Schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives.
• Technology: Learn MoneyGuide, Salesforce, Microsoft Office and other firm-provided software.

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential client support and help advisors manage accounts. You will engage clients via calls, email, and in-person interactions, contributing to accurate record keeping and coordinated service.

You will receive structured training, and join a vast network that backs your branch, region, and home office, enabling independent work with strong team support.