Client-Centric Branch Office Specialist

Edward Jones; Uniontown (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental plan

Vision plan

401k with company match

Job summary

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients in Uniontown, OH. You will handle client accounts, scheduling, communications, and basic transactions to keep the office running smoothly.

This full-time BOA role includes 6-month training, teamwork across branches, and opportunities to contribute to business planning and events. We value diverse experiences and proven client service skills.

Qualifications

• Analytical thinking and strong attention to detail required.
• Ability to adapt to a dynamic client service environment.
• Excellent communication skills with clients and team members.

Responsibilities

• Provide client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation.
• Support scheduling, meetings, and marketing initiatives for the branch.
• Learn and use MoneyGuide, Salesforce, and MS Office tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to support financial advisors and clients in Uniontown, OH. You will handle client accounts, scheduling, communications, and basic transactions to keep the office running smoothly.

This full-time BOA role includes 6-month training, teamwork across branches, and opportunities to contribute to business planning and events. We value diverse experiences and proven client service skills.