Branch Office Client Services Administrator

Edward Jones; Salisbury (NC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and Prescription Drug

Dental

Vision

401k

Paid Holidays

Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients and assist financial advisors in achieving long-term goals. You will help with client communications, account-related requests, and daily branch operations.

You will undergo comprehensive training and join a large support network spanning the branch, region, and home office. The role emphasizes teamwork, adaptability, and delivering an exceptional client experience.

Qualifications

• Ability to provide exceptional client service via calls, email, and in-person interactions.
• Aptitude to learn the financial services industry including account opening and transfers.
• Strong administrative and operational support skills; ability to work independently under the guidance of a financial advisor.

Responsibilities

• Provide exceptional client service through inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and maintaining client records.
• Schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives.
• Leverage technology tools and SOPs to streamline daily branch operations.

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 to provide seamless support to clients and assist financial advisors in achieving long-term goals. You will help with client communications, account-related requests, and daily branch operations.

You will undergo comprehensive training and join a large support network spanning the branch, region, and home office. The role emphasizes teamwork, adaptability, and delivering an exceptional client experience.