Client Services & Accounts Administrator

Edward Jones; Seymour (IN); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical & Prescription Drug

Dental & Vision

401k Retirement Plan

Paid holidays & vacation

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support for clients and financial advisors. You will help with client accounts, communication, and day-to-day branch operations in a dynamic environment. This is a full-time role offering comprehensive training and broad career development.

As part of a large network, you will learn financial services processes, work with CRM tools, and collaborate with teams to deliver exceptional client experiences.

Qualifications

• Strong communication and client service mindset.
• Ability to learn financial services processes and tools quickly.
• Comfort with managing multiple tasks and priorities.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation under guidance of the advisor.
• Support scheduling, client meetings, and branch marketing initiatives.
• Maintain accurate client records and respond promptly to inquiries.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless support for clients and financial advisors. You will help with client accounts, communication, and day-to-day branch operations in a dynamic environment. This is a full-time role offering comprehensive training and broad career development.

As part of a large network, you will learn financial services processes, work with CRM tools, and collaborate with teams to deliver exceptional client experiences.