Client Services Branch Administrator

Edward Jones; Gilbert (AZ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Benefits

Dental & Vision

401k Plan

HSA/FSA

Paid Holidays

Vacation & PTO

Volunteer Time

Job summary

Edward Jones in Gilbert, AZ is seeking a Branch Office Administrator to support financial advisors, manage client accounts, and ensure a positive client experience. You will collaborate with a team in a fast-paced, client-focused environment.

This role includes six-month training, a broad support network, and opportunities to develop skills in service delivery, events planning, and daily operations.

Qualifications

• Analytical thinking and problem solving to support client accounts.
• Strong attention to detail and accuracy in documentation.
• Adaptability in a dynamic client service environment.
• Excellent communication with clients and team members.
• Proficiency with digital tools and CRM systems.
• Collaborative work with advisors and branch staff.

Responsibilities

• Client service via inbound/outbound calls, email, and in-person interactions.
• Account management including opening transfers and client requests per advisor direction.
• Administrative and operational tasks, scheduling, materials prep, and SOP updates.
• Learn and adapt to financial software and Microsoft Office suite.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in Gilbert, AZ is seeking a Branch Office Administrator to support financial advisors, manage client accounts, and ensure a positive client experience. You will collaborate with a team in a fast-paced, client-focused environment.

This role includes six-month training, a broad support network, and opportunities to develop skills in service delivery, events planning, and daily operations.