Client Services Administrator - Financial Services Team

Edward Jones; Crete (NE); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid time off

Volunteer time

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to support financial advisors and clients with high‑quality service and accurate record keeping. You’ll handle inbound/outbound calls, emails, and in‑person interactions, assist with account openings and transfers, and help implement the branch business plan.

This role offers comprehensive training and a path for growth within a supportive, inclusive environment.

Qualifications

• Provide exceptional client service via calls, email and in person.
• Support account openings, transfers and documentation accurately.
• Assist in scheduling and executing branch plans and events.
• Learn and apply firm policies and financial services basics.

Responsibilities

• Client service via inbound/outbound calls, email, in person.
• Account openings, transfers and related requests as directed.
• Administrative tasks and event support for the branch.
• Maintain accurate client records and SOP updates.

Skills

Client service

Account management

Administrative support

Tech proficiency

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is hiring a Branch Office Administrator to support financial advisors and clients with high‑quality service and accurate record keeping. You’ll handle inbound/outbound calls, emails, and in‑person interactions, assist with account openings and transfers, and help implement the branch business plan.

This role offers comprehensive training and a path for growth within a supportive, inclusive environment.