Branch Office Client Services & Ops Lead

Edward Jones; Polson (MT); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

401k plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator to join a dynamic team in a typical financial services setting. You will support financial advisors by handling client inquiries, processing account requests, and coordinating administrative tasks to ensure a smooth client experience.

This is an excellent entry point to develop a long-term career with opportunities across a nationwide network. You will receive structured training and work with a broad support network while collaborating with

Qualifications

• Provide exceptional client service via multiple channels.
• Assist in account openings and transfers under advisor direction.
• Perform diverse administrative tasks to support the advisor team.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Support account management tasks including openings, transfers, and documentation.
• Assist in scheduling, meetings, and preparing materials for client discussions.
• Utilize firm-provided software and tools to streamline branch operations.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join a dynamic team in a typical financial services setting. You will support financial advisors by handling client inquiries, processing account requests, and coordinating administrative tasks to ensure a smooth client experience.

This is an excellent entry point to develop a long-term career with opportunities across a nationwide network. You will receive structured training and work with a broad support network while collaborating with