Client Services & Admin Lead – Financial Services

Edward Jones; Exmore (VA); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription coverage

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Retirement plan

Job summary

Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service, support account management, and provide comprehensive administrative and operational support for a financial advisor team. The role includes training, regional support, and collaboration with thousands of colleagues to ensure a positive client experience.

You’ll perform inbound/outbound communications, assist with account activities, and support marketing initiatives while leveraging MoneyGuide,

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and manage client accounts, transfers, and documentation under financial advisor direction.
• Provide administrative and operational support and assist in branch marketing initiatives.

Responsibilities

• Deliver exceptional personalized service to clients and maintain strong relationships.
• Support account openings, transfers, and client requests as directed by advisors.
• Schedule appointments, prepare materials for meetings, and manage correspondence.
• Assist in branch marketing events and initiatives.
• Update SOPs and help execute the branch business plan.

Skills

Client service

Account management

Administrative support

Technology literacy

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service, support account management, and provide comprehensive administrative and operational support for a financial advisor team. The role includes training, regional support, and collaboration with thousands of colleagues to ensure a positive client experience.

You’ll perform inbound/outbound communications, assist with account activities, and support marketing initiatives while leveraging MoneyGuide,