Client Services & Branch Operations Associate

Edward Jones; Mount Prospect (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential support to financial advisors and clients. You will handle client communications, account activity, scheduling, and client services with a focus on accuracy and a positive experience.

You’ll work with a large support network across the branch and region, learn MoneyGuide, Salesforce, and Microsoft Office, and contribute to the branch business plan while delivering exceptional service every day.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account opening, transfers, and documentation.
• Support administrative tasks, scheduling, materials for meetings, and help execute the branch business plan.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account opening, handling transfers and other requests as directed by the advisor.
• Prepare documentation and maintain accurate client records.
• Support marketing initiatives and streamline processes with SOP updates.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Client Service

Account Management

Administrative Support

Operational Support

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide essential support to financial advisors and clients. You will handle client communications, account activity, scheduling, and client services with a focus on accuracy and a positive experience.

You’ll work with a large support network across the branch and region, learn MoneyGuide, Salesforce, and Microsoft Office, and contribute to the branch business plan while delivering exceptional service every day.