Client-Focused Branch Office Administrator

Edward Jones; Shelbyville (TN); Presencial; USD 42 000 - 56 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical & prescription drug

Dental & Vision

401k

Resumo da oferta

Edward Jones is seeking a Branch Office Administrator (BOA) to join its client service and support team. This role focuses on providing seamless service to clients, supporting financial advisors, and contributing to daily branch operations in a fast-paced environment.

As a BOA, you will assist with client communications, account processing, and meeting preparation while leveraging tools like MoneyGuide, Salesforce, and Microsoft Office.

Qualificações

• Client service via inbound/outbound calls, email, and in-person interactions.
• Account openings, transfers, and other client requests under advisor direction.
• Administrative tasks including scheduling, meeting prep, and updating SOPs.

Responsabilidades

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, transfers, and other requests under the financial advisor's direction.
• Prepare materials for client meetings and support branch business plans; manage correspondence.
• Learn the financial services industry and use firm-provided software like MoneyGuide, Salesforce, and Microsoft Office.

Conhecimentos

Client Service

Account Management

Administrative Support

Technology

Analytical Thinking

Team Collaboration

Ferramentas

MoneyGuide

Salesforce

Microsoft Office

Descrição da oferta de emprego

Edward Jones is seeking a Branch Office Administrator (BOA) to join its client service and support team. This role focuses on providing seamless service to clients, supporting financial advisors, and contributing to daily branch operations in a fast-paced environment.

As a BOA, you will assist with client communications, account processing, and meeting preparation while leveraging tools like MoneyGuide, Salesforce, and Microsoft Office.