Client Services Admin – Branch Office

Edward Jones; Longmeadow (MA); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. You will provide seamless client service, assist with account inquiries, transfers, and documentation, and help coordinate meetings and materials to ensure a smooth client experience.

In this role, you’ll work within a dynamic branch environment, collaborating with a large team and utilizing tools like MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Strong client service and communication skills.
• Ability to learn the financial services industry and adapt to a fast-paced branch environment.
• Experience handling administrative tasks and supporting a financial advisor.

Responsabilités

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation under the guidance of a financial advisor.
• Schedule meetings, prepare materials, manage correspondence, and support marketing initiatives.
• Operate and learn firm-provided software tools to streamline branch operations.

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 (BOA) to support financial advisors and clients. You will provide seamless client service, assist with account inquiries, transfers, and documentation, and help coordinate meetings and materials to ensure a smooth client experience.

In this role, you’ll work within a dynamic branch environment, collaborating with a large team and utilizing tools like MoneyGuide, Salesforce, and Microsoft Office.