Client Services Admin for Financial Advisors

Edward Jones; Frankfort (IN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

6-month training program

Regional and home-office support

Large team backing you

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and back-office assistance. You will help manage client accounts, communicate effectively, and contribute to the branch’s annual plan in a fast-paced, client-centric environment.

The role offers comprehensive training, regional and home-office support, and a large team backing you as you develop a rewarding career with a Fortune 500 firm.

Qualifications

• Provide exceptional client service via calls, email and in-person interactions.
• Learn financial services basics including account openings and transfers.
• Support administrative tasks and marketing initiatives.

Responsibilities

• Client Service: Respond to inquiries, resolve issues, and build client relationships.
• Account Management: Open accounts, handle transfers, and process requests as directed.
• Administrative & Operational Support: Schedule appointments, prepare materials, and support branch plans.
• Technology: Learn MoneyGuide, Salesforce and firm-provided software.

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 client support and back-office assistance. You will help manage client accounts, communicate effectively, and contribute to the branch’s annual plan in a fast-paced, client-centric environment.

The role offers comprehensive training, regional and home-office support, and a large team backing you as you develop a rewarding career with a Fortune 500 firm.