Branch Office Administrator: Client Services Pro

Edward Jones; Dickson (TN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide seamless client support and administrative back-up to financial advisors. You will engage with clients across calls, emails, and in-person contacts, contributing to the branch’s planning and client experience.

The BOA role offers comprehensive training, a wide support network, and the opportunity to grow within a trusted financial services firm.

Qualifications

• Analytical thinking and problem solving are essential.
• Strong attention to detail to ensure accurate client records.
• Adaptability to support changing client needs and schedules.
• Excellent verbal and written communication with clients.
• Proficiency with MoneyGuide, Salesforce and MS Office.
• Collaborative mindset to work with advisors and teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and request handling under the guidance of the financial advisor.
• Perform administrative tasks, scheduling, materials preparation, and marketing support.
• Learn and use tools and processes to support branch operations and client experience.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to provide seamless client support and administrative back-up to financial advisors. You will engage with clients across calls, emails, and in-person contacts, contributing to the branch’s planning and client experience.

The BOA role offers comprehensive training, a wide support network, and the opportunity to grow within a trusted financial services firm.