Client Services Administrator – Branch Office

Edward Jones; Bradenton (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401k plan

Health benefits

Paid holidays

Vacation days

Job summary

Edward Jones in Bradenton, FL is seeking a Branch Office Administrator (BOA) to provide administrative support to a financial advisor or a team of advisors, helping clients achieve their long-term goals. You will handle client accounts, schedule appointments, manage communications, and support marketing initiatives while delivering exceptional service.

This full-time role offers comprehensive training, a broad support network, and a path for career growth within a trusted, ongoing client-focused

Qualifications

• Customer service mindset with ability to build relationships.
• Willingness to learn the financial services industry.
• Strong communication and organizational skills.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation as directed by the financial advisor.
• Schedule appointments and prepare materials for client meetings; support marketing initiatives.
• Learn and use firm software such as MoneyGuide, Salesforce, and Microsoft Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in Bradenton, FL is seeking a Branch Office Administrator (BOA) to provide administrative support to a financial advisor or a team of advisors, helping clients achieve their long-term goals. You will handle client accounts, schedule appointments, manage communications, and support marketing initiatives while delivering exceptional service.

This full-time role offers comprehensive training, a broad support network, and a path for career growth within a trusted, ongoing client-focused