Branch Office Administrator: Client Services & Operations

Edward Jones; Uniontown (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Full benefits package

401k plan

Paid holidays

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will handle client accounts, coordinate communications, and help ensure a positive client experience in a dynamic environment.

This role offers comprehensive training, extensive team support, and opportunities to grow within a private, client-focused firm known for developing its associates.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn financial services basics including account openings and transfers.
• Maintain accurate client records and documentation.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and perform account opening and transfers per advisor direction.
• Schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Support branch business planning and SOP updates to improve operations.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will handle client accounts, coordinate communications, and help ensure a positive client experience in a dynamic environment.

This role offers comprehensive training, extensive team support, and opportunities to grow within a private, client-focused firm known for developing its associates.