Client Services Admin | Financial Office Support & Growth

Edward Jones; Madison (AL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental insurance

Vision care

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client communications, maintain records, and assist in planning and executing branch initiatives.

Join a large, service-oriented team offering comprehensive training and extensive support from regional to home-office levels. This role emphasizes service excellence, teamwork, and technology-savvy operations.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry; process account transactions and documentation.
• Strong administrative and operational support abilities, including scheduling and marketing support.
• Proficiency with MoneyGuide, Salesforce, and Microsoft Office to support client workflows.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to develop strategies for the upcoming year.
• Actively listen for situations indicating a need for additional services.
• Driving marketing activities such as planning and executing events.

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 support financial advisors and clients. You will handle client communications, maintain records, and assist in planning and executing branch initiatives.

Join a large, service-oriented team offering comprehensive training and extensive support from regional to home-office levels. This role emphasizes service excellence, teamwork, and technology-savvy operations.