Client Services Administrator for Financial Advisors

Edward Jones; Murfreesboro (TN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k retirement plan

Paid holidays

Vacation time

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide essential administrative support to financial advisors and teams. You’ll help clients, manage accounts, and contribute to business planning in a supportive, inclusive environment.

Join a Fortune 500–listed firm with a strong client-first philosophy, comprehensive benefits, and opportunities for growth across the U.S. and Canada.

Qualifications

• Strong client service and communication skills.
• Ability to learn financial services concepts quickly.
• Comfort with inbound/outbound calls, email, and in-person interactions.

Responsibilities

• Provide exceptional client service via multiple channels.
• Assist in opening and transferring client accounts under advisor guidance.
• Schedule appointments and prepare materials for meetings.
• Support branch business planning and marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to provide essential administrative support to financial advisors and teams. You’ll help clients, manage accounts, and contribute to business planning in a supportive, inclusive environment.

Join a Fortune 500–listed firm with a strong client-first philosophy, comprehensive benefits, and opportunities for growth across the U.S. and Canada.