Branch Office Client Services Coordinator

Edward Jones; Moorhead (MN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

6-month training program

Mentor-based onboarding

Broad support network

Job summary

Edward Jones in Minnesota is hiring a Branch Office Administrator to provide frontline client support and ensure a positive client experience. You’ll handle inquiries by phone, email, and in person, assist with account openings and transfers, and support marketing initiatives within a collaborative team.

The role offers a comprehensive 6-month training, mentorship from experienced peers, and access to a broad support network from branch to home office. A rewarding, growth-oriented career awaits.

Qualifications

• Analytical thinking and problem solving are essential.
• Attention to detail in handling client records and transactions.
• Adaptability to a dynamic client service environment.
• Strong conversational skills for client interactions.
• Proficiency with digital tools and office software.
• Ability to collaborate with teammates to meet client needs.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and routine client requests as directed by the financial advisor.
• Support administrative tasks, scheduling, and client meetings while contributing to branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Job description

Edward Jones in Minnesota is hiring a Branch Office Administrator to provide frontline client support and ensure a positive client experience. You’ll handle inquiries by phone, email, and in person, assist with account openings and transfers, and support marketing initiatives within a collaborative team.

The role offers a comprehensive 6-month training, mentorship from experienced peers, and access to a broad support network from branch to home office. A rewarding, growth-oriented career awaits.