Client Services & Admin Pro — Financial Services

Edward Jones; Watson (MN); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

401k retirement plan

Paid holidays and vacation days

Professional development opportunities

Job summary

Edward Jones is hiring a Branch Office Administrator to provide essential client support and administrative assistance to a financial advisor or a team of advisors. You will help manage client accounts, facilitate communications, and contribute to a positive client experience in a dynamic, growth-oriented environment.

The role emphasizes strong client service, teamwork with thousands of colleagues, and use of digital tools like MoneyGuide, Salesforce, and Microsoft Office.

Qualifications

• Analytical thinking to assess client needs and data.
• Strong attention to detail in client records and transactions.
• Adaptability to adjust to changing client priorities and processes.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and processing client requests under the advisor's direction.
• Support scheduling, materials preparation for meetings, and maintenance of client records.
• Utilize firm-provided software to streamline administrative tasks and client communications.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide essential client support and administrative assistance to a financial advisor or a team of advisors. You will help manage client accounts, facilitate communications, and contribute to a positive client experience in a dynamic, growth-oriented environment.

The role emphasizes strong client service, teamwork with thousands of colleagues, and use of digital tools like MoneyGuide, Salesforce, and Microsoft Office.