Client Services Administrator – Financial Services

Edward Jones; Bradenton (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Edward Jones in Bradenton, FL is seeking a Branch Office Administrator to support client accounts, handle communications, and help create a positive client experience in a collaborative, fast-paced environment. You will receive structured six-month training and be part of a wide regional network backing you every step of the way.

Join a Fortune 500 firm that values inclusion and development, with opportunities to contribute to business planning, events, and daily office operations while growing

Qualifications

• Strong client service mindset and ability to build relationships with clients and referral sources.
• Willingness to learn the financial services industry and support client accounts.
• Proficiency with MoneyGuide, Salesforce, and MS Office; comfortable with new tech.
• Ability to work independently while collaborating with a large support network.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions; respond to inquiries and maintain accurate client records.
• Learn and understand the financial services industry; assist in account openings, transfers, and requests under advisor direction.
• Perform administrative tasks, schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives; update SOPs and support branch plan.
• Utilize technology with competence; learn MoneyGuide, Salesforce, and Microsoft Office to support daily operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Bradenton, FL is seeking a Branch Office Administrator to support client accounts, handle communications, and help create a positive client experience in a collaborative, fast-paced environment. You will receive structured six-month training and be part of a wide regional network backing you every step of the way.

Join a Fortune 500 firm that values inclusion and development, with opportunities to contribute to business planning, events, and daily office operations while growing