Branch Office Administrator: Client Services & Ops

Edward Jones; Mount Sterling (KY); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

3-month training program

Wide support network

Team of thousands backing you

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to provide seamless client support and administrative services under a financial advisor team. You will handle client accounts, communications, and coordination with advisors to ensure a positive client experience.

This role emphasizes training, cross-branch collaboration, and a focus on delivering value to nine million clients while contributing to branch success and growth.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry, including account openings and transfers, under direction of a financial advisor.
• Support branch business plan, marketing initiatives, and update SOPs as needed.

Responsibilities

• Deliver exceptional personalized service to clients to ensure they feel understood and informed.
• Take an active role in annual business planning to help develop strategies for the upcoming year.
• Actively listen for client life events that may indicate demand for additional services.
• Support marketing activities, events, and client engagement initiatives.

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 a Branch Office Administrator (BOA) to provide seamless client support and administrative services under a financial advisor team. You will handle client accounts, communications, and coordination with advisors to ensure a positive client experience.

This role emphasizes training, cross-branch collaboration, and a focus on delivering value to nine million clients while contributing to branch success and growth.