Client-Focused Branch Office Specialist

Edward Jones; West Des Moines (IA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Vacation days

Volunteer time off

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors, manage client accounts, and ensure a positive client experience. This role offers comprehensive training, a broad support network, and opportunities to grow within a Fortune 500 firm.

You’ll handle client inquiries via calls, email, and in-person interactions, participate in business planning, and help drive local marketing events while developing essential administrative and technology

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Maintain accurate client records and document transactions.
• Support marketing initiatives and branch business plan.
• Learn financial services concepts and account procedures.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry and support account openings/transfers.
• Handle administrative tasks including scheduling, materials, correspondence, and SOP updates.
• Support technology usage and adapt to new firm-provided software.

Skills

Client service

Account management

Administrative support

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors, manage client accounts, and ensure a positive client experience. This role offers comprehensive training, a broad support network, and opportunities to grow within a Fortune 500 firm.

You’ll handle client inquiries via calls, email, and in-person interactions, participate in business planning, and help drive local marketing events while developing essential administrative and technology