Branch Office Administrator: Client Services & Ops

Edward Jones; Scottsdale (AZ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401k

Job summary

Edward Jones in Scottsdale, AZ is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You’ll handle client communications, account actions, and daily branch operations, ensuring accurate records and a positive experience.

The role includes structured six‑month training, broad regional support, and opportunities to grow within a large, client‑focused firm.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation as directed by the financial advisor.
• Perform administrative tasks, scheduling, materials preparation, and support marketing initiatives.

Responsibilities

• Deliver exceptional personalized service to clients and maintain strong relationships.
• Support annual business planning with strategies for the upcoming year.
• Listen for client needs indicating opportunities for additional services.
• Assist in driving marketing events and client engagement activities.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Job description

Edward Jones in Scottsdale, AZ is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You’ll handle client communications, account actions, and daily branch operations, ensuring accurate records and a positive experience.

The role includes structured six‑month training, broad regional support, and opportunities to grow within a large, client‑focused firm.