Client Services Branch Administrator

Edward Jones; Olathe (KS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, handling client accounts, communications, and day‑to‑day branch operations. The BOA will contribute to a positive client experience and help execute the branch business plan.

You'll receive comprehensive training and work within a large support network, with opportunities to grow your career in a collaborative, inclusive environment.

Qualifications

• Ability to provide exceptional client service via multiple channels (phone, email, in‑person).
• Willingness to learn and support the financial advisor team.
• Strong organizational skills and ability to manage client records accurately.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in‑person interactions.
• Assist with account openings, transfers, and documentation as directed by advisors.
• Support scheduling, meeting materials, correspondence, and marketing activities.
• Utilize firm software and tools to streamline branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, handling client accounts, communications, and day‑to‑day branch operations. The BOA will contribute to a positive client experience and help execute the branch business plan.

You'll receive comprehensive training and work within a large support network, with opportunities to grow your career in a collaborative, inclusive environment.