Client-Focused Branch Office Administrator

Edward Jones; Eau Claire (WI); Sur place; USD 42 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical and prescription drug benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays and vacation

Résumé du poste

Edward Jones is seeking a Branch Office Administrator to provide vital support to financial advisors and clients at a Wisconsin branch. You will manage client communications, accounts, and daily operations while helping drive the branch's business plan and growth.

You will receive comprehensive training, a strong support network, and opportunities to contribute to client service excellence within a collaborative team environment.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Learn and understand the financial services industry and account management tasks (opening accounts, transfers, and other requests).
• Work independently at the direction of a financial advisor while coordinating with a team.
• Support marketing initiatives and maintain accurate client records.

Responsabilités

• Assist in client accounts and communications to ensure a positive client experience.
• Handle account openings, transfers, and other requests per advisor direction.
• Provide administrative and operational support including scheduling and preparing materials for meetings.
• Learn and use technology tools like MoneyGuide, Salesforce, and Microsoft Office.

Connaissances

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Outils

MoneyGuide

Salesforce

Microsoft Office

Description du poste

Edward Jones is seeking a Branch Office Administrator to provide vital support to financial advisors and clients at a Wisconsin branch. You will manage client communications, accounts, and daily operations while helping drive the branch's business plan and growth.

You will receive comprehensive training, a strong support network, and opportunities to contribute to client service excellence within a collaborative team environment.