Client Services & Admin Specialist – Branch Office

Edward Jones; Glenwood (MN); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support. You will assist financial advisors with client accounts, communications, and a variety of operational tasks in a dynamic, client-focused environment.

You will participate in comprehensive training and join a broad support network across the branch, region, and home office, contributing to strong client experiences and business planning.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn and understand the financial services industry including account openings and transfers.
• Perform administrative tasks, schedule appointments, and support branch business plans.
• Learn new technology and software used by the firm.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation as directed by the financial advisor.
• Support scheduling, meetings, materials, and marketing initiatives at the branch level.
• Utilize MoneyGuide, Salesforce, and Microsoft Office tools effectively in daily tasks.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

MS Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support. You will assist financial advisors with client accounts, communications, and a variety of operational tasks in a dynamic, client-focused environment.

You will participate in comprehensive training and join a broad support network across the branch, region, and home office, contributing to strong client experiences and business planning.