Branch Office Client Services Specialist

Edward Jones; Big Bear Lake (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision coverage

401(k) retirement plan

Ten paid holidays

15 days of vacation for new associates

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients in a dynamic, client-centric setting. You will handle client communications, account processes, and administrative duties to help the branch run smoothly and efficiently.

You will participate in training, work with a broad support network, and contribute to planning and client-focused initiatives. This role offers growth within a national firm that values belonging and inclusion.

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in the clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

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 (BOA) to support financial advisors and clients in a dynamic, client-centric setting. You will handle client communications, account processes, and administrative duties to help the branch run smoothly and efficiently.

You will participate in training, work with a broad support network, and contribute to planning and client-focused initiatives. This role offers growth within a national firm that values belonging and inclusion.