Client Services & Branch Operations Lead

Edward Jones; Stowe (VT); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid holidays

Job summary

Edward Jones in the United States invites applications for a Branch Office Administrator (BOA). You will support financial advisors by handling client communications, account processing, and daily administrative tasks to ensure a smooth client experience.

This full-time role includes training, a broad support network, and opportunities to contribute to business planning and marketing initiatives. Strong service orientation and comfort with technology are key to success.

Qualifications

• Provide exceptional client service and support across inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account openings and transfers.
• Support marketing initiatives and branch business planning to drive growth.

Responsibilities

• Provide exceptional client service to clients via multiple channels and build strong client relationships.
• Assist in account opening, transfers, and processing requests under the direction of the financial advisor.
• Perform administrative tasks, schedule meetings, prepare materials, and support SOP updates and branch plans.
• Learn and apply technology tools like MoneyGuide, Salesforce, and Microsoft Office.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Client service

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States invites applications for a Branch Office Administrator (BOA). You will support financial advisors by handling client communications, account processing, and daily administrative tasks to ensure a smooth client experience.

This full-time role includes training, a broad support network, and opportunities to contribute to business planning and marketing initiatives. Strong service orientation and comfort with technology are key to success.