Branch Office Specialist: Client Service & Operations

Edward Jones; South Carolina; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid holidays

Vacation 15 days

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team. You will provide frontline client support, manage accounts, and help execute the branch's business plan in a fast-paced, client-focused environment.

You'll gain comprehensive training, work with a broad network of colleagues, and contribute to marketing efforts while building your career at a Fortune 500 financial services firm. You will handle inbound/outbound calls, emails and in-person interactions, maintain client

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn financial services processes including account opening and transfers.
• Support the branch business plan and marketing initiatives.
• Maintain accurate client records and documentation.

Responsibilities

• Client Service: Deliver exceptional service and build client relationships.
• Account Management: Learn and process account openings, transfers, and requests.
• Administrative & Operational Support: Schedule, prepare materials, and support marketing.
• Technology: Proficiency with firm tools and willingness to learn new software.

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 to join our team. You will provide frontline client support, manage accounts, and help execute the branch's business plan in a fast-paced, client-focused environment.

You'll gain comprehensive training, work with a broad network of colleagues, and contribute to marketing efforts while building your career at a Fortune 500 financial services firm. You will handle inbound/outbound calls, emails and in-person interactions, maintain client