Branch Office Client Services Specialist

Edward Jones; Ardmore (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver seamless client service and support account-related requests. You will help manage communications, assist with planning, and contribute to a positive client experience within a busy branch.

You will participate in six months of comprehensive training and gain exposure to MoneyGuide, Salesforce, and Microsoft Office tools. This is a full-time, on-site position that emphasizes accuracy, teamwork, and professional growth.

Qualifications

• Proven ability to analyze client needs and data to deliver accurate service.
• Strong attention to detail in client records and transactions.
• Adaptability to work with evolving processes and technology.
• Clear communication with clients and colleagues across channels.
• Proficiency with standard office software and CRM tools.
• Collaborative mindset to support branch goals with teammates.

Responsibilities

• Provide exceptional client service via calls, emails, and in-person interactions.
• Learn and assist with account opening, transfers, and requests under advisor guidance.
• Support daily branch operations, scheduling, materials prep, and marketing tasks.
• Operate branch systems and software, with a focus on accuracy and efficiency.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to deliver seamless client service and support account-related requests. You will help manage communications, assist with planning, and contribute to a positive client experience within a busy branch.

You will participate in six months of comprehensive training and gain exposure to MoneyGuide, Salesforce, and Microsoft Office tools. This is a full-time, on-site position that emphasizes accuracy, teamwork, and professional growth.