Branch Office Administrator & Client Services Specialist

Edward Jones; Minneapolis (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients with administrative tasks, account processing, and client service. The role offers extensive training, a broad branch and regional support network, and opportunities to grow within a privately-held, client-focused firm.

The BOA position emphasizes delivering personalized service, assisting in business planning, and contributing to a positive client experience across multiple communication

Qualifications

• Analytical thinker able to interpret client needs and data.
• Detail-oriented approach to client accounts and documentation.
• Adaptability to support changing client situations and tasks.
• Strong communication skills for client interaction and teamwork.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Process account transactions, handle transfers, and maintain client records.
• Schedule appointments, prepare materials for client meetings, and support marketing initiatives.
• Update SOPs and support branch business planning and processes.

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 support financial advisors and clients with administrative tasks, account processing, and client service. The role offers extensive training, a broad branch and regional support network, and opportunities to grow within a privately-held, client-focused firm.

The BOA position emphasizes delivering personalized service, assisting in business planning, and contributing to a positive client experience across multiple communication