Client Services & Admin Lead, Branch Office

Edward Jones; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

15 days vacation + ten paid holidays

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients at a busy Charlotte branch. You will handle client interactions, process account requests, and assist with daily branch operations in a fast-paced environment.

The role emphasizes delivering superior client service, learning the financial services industry, and using firm tools like MoneyGuide, Salesforce, and Microsoft Office to support marketing and client communications.

Qualifications

• Analytical thinking to understand client needs and financial information.
• Attention to detail for accurate client records and documentation.
• Adaptability to changing client inquiries and tasks.
• Strong conversational skills for client interactions.
• Proficiency with MoneyGuide, Salesforce and MS Office.
• Ability to collaborate within a branch and broader network.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry; process account transactions and maintain records.
• Administrative & Operational Support: Schedule appointments, prepare materials for client meetings, support marketing initiatives.
• Technology: Learn new software and firm-provided tools such as MoneyGuide, Salesforce, and MS Office.

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 at a busy Charlotte branch. You will handle client interactions, process account requests, and assist with daily branch operations in a fast-paced environment.

The role emphasizes delivering superior client service, learning the financial services industry, and using firm tools like MoneyGuide, Salesforce, and Microsoft Office to support marketing and client communications.