Branch Office Client Services Lead

Edward Jones; Frankfort (IN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical & prescription coverage

Dental & vision coverage

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, handling inquiries, account-related tasks, and event-driven marketing activities. You’ll be part of a large team that backs you from branch to home office, with comprehensive training and strong emphasis on client experience.

You will join a culture that values diverse viewpoints, inclusion, and professional growth, with a clear pathway to develop your career within a renowned financial services firm.

Qualifications

• Analytical and detail-oriented mindset for client service and account management.
• Strong adaptability and communication skills for inbound/outbound calls, emails, and in-person interactions.
• Ability to learn financial services concepts and systems with guidance.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and routine client requests.
• Support branch operations and administrative tasks to implement the business plan.

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 support financial advisors and clients, handling inquiries, account-related tasks, and event-driven marketing activities. You’ll be part of a large team that backs you from branch to home office, with comprehensive training and strong emphasis on client experience.

You will join a culture that values diverse viewpoints, inclusion, and professional growth, with a clear pathway to develop your career within a renowned financial services firm.