Branch Office Concierge — Client Experience Lead

Edward Jones; Pawleys Island (SC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & prescription drug benefits

Dental & vision coverage

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to provide essential support to financial advisors and clients. You will assist with client account management, communications, and day-to-day operations, contributing to a consistently positive client experience.

This full‑time role includes comprehensive six‑month training, a wide branch region network, independent work with team backing, and development opportunities in service delivery, planning, and technology use.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in opening/transferring accounts and processing requests per advisor direction.
• Learn financial services processes and maintain accurate client records.
• Proficient use of MS Office, CRM tools, and branch systems.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in annual business planning and strategy development.
• Support marketing initiatives and events at the branch level.
• Maintain organized documentation and client records.

Skills

Client Service

Account Management

Communication

Team Collaboration

Digital Tool Utilization

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is hiring a Branch Office Administrator to provide essential support to financial advisors and clients. You will assist with client account management, communications, and day-to-day operations, contributing to a consistently positive client experience.

This full‑time role includes comprehensive six‑month training, a wide branch region network, independent work with team backing, and development opportunities in service delivery, planning, and technology use.