Branch Operations & Client Services Specialist

Edward Jones; Holmes City (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations.

You will prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office, while delivering exceptional, relationship-focused service and contributing to marketing follow-up and account servicing.

Responsibilities

• Assist with client communications, scheduling, and branch operations.
• Prepare paperwork, process transactions, and maintain records to ensure a smooth, compliant office.
• Assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional service.

Job description

Edward Jones in Minnesota is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations.

You will prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office, while delivering exceptional, relationship-focused service and contributing to marketing follow-up and account servicing.