Branch Office Client Services Specialist

Edward Jones; Springfield (VT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401k retirement plan

Paid holidays

Vacation time

Volunteer day

Job summary

Edward Jones in Springfield, VT seeks a Branch Office Administrator to support financial advisors and clients. You will help manage client accounts, handle communications, and provide administrative support to ensure a smooth client experience.

The role offers extensive training, a strong support network, and the chance to grow within a highly regarded financial services firm. A collaborative, client-centric environment is emphasized.

Qualifications

• Strong analytical thinking and attention to detail for client service
• Adaptability to support advisors and handle diverse tasks
• Excellent communication with clients and referral sources
• Comfort with learning and using financial planning tools and software
• Ability to work as part of a large support network across branches
• Collaborative mindset to contribute to branch goals

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions
• Assist in account opening, transfers, and documentation under advisor direction
• Deliver administrative and operational support, including scheduling and materials for meetings
• Learn and use firm-provided software and technology to streamline client processes

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Springfield, VT seeks a Branch Office Administrator to support financial advisors and clients. You will help manage client accounts, handle communications, and provide administrative support to ensure a smooth client experience.

The role offers extensive training, a strong support network, and the chance to grow within a highly regarded financial services firm. A collaborative, client-centric environment is emphasized.