Client Experience Branch Office Admin

Edward Jones; Clifton (NJ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits (accident, hospital

critical illness

Well-being programs

Retirement Plan

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients across the U.S. This role focuses on delivering superior client service, managing accounts, and handling administrative tasks within a collaborative team environment.

You will assist with client communications, account documentation, scheduling, and marketing activities, while leveraging technology tools to streamline branch operations and enhance the client experience.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry, including account opening and transfers.
• Support administrative tasks, scheduling, materials for client meetings, and marketing initiatives.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Process account opening, transfers and client requests as directed by the financial advisor.
• Prepare documentation and maintain accurate client records.

Skills

Client service

Account management

Administrative tasks

Tech literacy

Communication skills

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients across the U.S. This role focuses on delivering superior client service, managing accounts, and handling administrative tasks within a collaborative team environment.

You will assist with client communications, account documentation, scheduling, and marketing activities, while leveraging technology tools to streamline branch operations and enhance the client experience.