Client Services & Branch Office Administrator

Edward Jones; Longmont (CO); On-site; USD 40,000 - 52,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver seamless client service and administrative support for a financial advisor team in a dynamic, client-centered environment. The role involves handling client inquiries, maintaining records, and supporting the annual business plan with a focus on growth and personalized service.

You will work with MoneyGuide, Salesforce, and Microsoft Office while collaborating with a large network of branch and home office teams to ensure a positive

Qualifications

• Strong analytical thinking and attention to detail are essential.
• Ability to adapt to changing client needs and environments.
• Excellent conversational skills with clients and colleagues.
• Proficiency using MoneyGuide, Salesforce, and MS Office is expected.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account management tasks including opening, transfers, and documentation.
• Support administrative tasks and marketing initiatives; update SOPs and align with branch plan.
• Learn and utilize technology tools provided by the firm to enhance client experience.

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 deliver seamless client service and administrative support for a financial advisor team in a dynamic, client-centered environment. The role involves handling client inquiries, maintaining records, and supporting the annual business plan with a focus on growth and personalized service.

You will work with MoneyGuide, Salesforce, and Microsoft Office while collaborating with a large network of branch and home office teams to ensure a positive