Client-Centric Financial Services Administrator

Edward Jones; Cedar Rapids (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Full benefits package

401k retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors by delivering superior client service, managing accounts, and assisting with the branch business plan. The BOA will be pivotal in client communication and operations, contributing to growth and client satisfaction.

The role offers comprehensive training, a broad support network, and opportunities to develop within a large, privately held firm across the U.S. and Canada.

Qualifications

• Analytical thinking and problem solving to assess client needs.
• Attention to detail in handling accounts and communications.
• Comfort with digital tools and learning new software.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and processing requests directed by the financial advisor.
• Schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors by delivering superior client service, managing accounts, and assisting with the branch business plan. The BOA will be pivotal in client communication and operations, contributing to growth and client satisfaction.

The role offers comprehensive training, a broad support network, and opportunities to develop within a large, privately held firm across the U.S. and Canada.