Branch Office & Client Services Specialist

Edward Jones; Eastlake (MI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation (15 days/year)

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and ensure a positive client experience. You’ll collaborate with a team of financial advisors to help clients achieve long-term goals and maintain accurate records.

The role includes preparing meeting materials, coordinating scheduling, supporting marketing initiatives, and using tools like MoneyGuide, Salesforce, and Microsoft Office to stay organized and compliant.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account openings, handling transfers and other requests as directed by the advisor.
• Support scheduling, materials for meetings, and marketing initiatives; update SOPs.

Responsibilities

• Client service via inbound and outbound calls, email, and in-person interactions.
• Process account transactions and maintain accurate client records.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and ensure a positive client experience. You’ll collaborate with a team of financial advisors to help clients achieve long-term goals and maintain accurate records.

The role includes preparing meeting materials, coordinating scheduling, supporting marketing initiatives, and using tools like MoneyGuide, Salesforce, and Microsoft Office to stay organized and compliant.