Client Services Administrator for Financial Advisors

Edward Jones; Dobson (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid holidays and vacation

Bonuses and profit sharing

Job summary

Edward Jones in the United States seeks a Branch Office Administrator to support financial advisors and clients with professional, friendly service. You’ll handle client accounts, coordinate communications, and help ensure a positive client experience while growing your career in a dynamic, client‑focused environment.

This full‑time BOA role includes comprehensive training, a broad support network, and involvement in planning and marketing activities.

Qualifications

• Analytical thinking and problem solving to support clients.
• Strong attention to detail and accuracy in handling accounts.
• Adaptability to changing client needs and processes.
• Excellent communication and interpersonal skills for client interactions.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions; maintain client relationships.
• Learn and understand the financial services industry; assist with account openings, transfers and other requests under advisor direction.
• Handle administrative tasks, schedule appointments, prepare materials for client meetings, and support branch operations and marketing initiatives.
• Collaborate with financial advisors and branch teams to support daily activities and branch goals.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States seeks a Branch Office Administrator to support financial advisors and clients with professional, friendly service. You’ll handle client accounts, coordinate communications, and help ensure a positive client experience while growing your career in a dynamic, client‑focused environment.

This full‑time BOA role includes comprehensive training, a broad support network, and involvement in planning and marketing activities.