Client Services Lead, Branch Office

Cookevillle Putnam-County Chamber of Commerce; Cookeville (TN); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k plan

Paid time off

Bonus opportunities

Job summary

Edward Jones is hiring for a Branch Office Administrator (BOA) to provide essential support to our financial advisors and clients. The role includes client account support, communication facilitation, and contributing to the branch’s annual plan in a collaborative, high-volume environment.

As a BOA, you’ll engage with clients via phone, email, and in person, ensuring a positive experience. The position offers comprehensive training and a broad internal support network across the branch, region,

Qualifications

• Analytical thinking and problem solving.
• Strong attention to detail and accuracy.
• Ability to adapt in a dynamic financial advisory environment.

Responsibilities

• Provide seamless client support and account assistance.
• Facilitate clear communication between clients and advisors.
• Contribute to annual business planning and marketing initiatives.
• Support marketing events and client engagement activities.
• Maintain strong relationships with clients and referral sources.

Skills

Analytical thinking

Attention to detail

Adaptability

Digital skills

Client service

Phone & email support

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring for a Branch Office Administrator (BOA) to provide essential support to our financial advisors and clients. The role includes client account support, communication facilitation, and contributing to the branch’s annual plan in a collaborative, high-volume environment.

As a BOA, you’ll engage with clients via phone, email, and in person, ensuring a positive experience. The position offers comprehensive training and a broad internal support network across the branch, region,