Client Services Lead - Branch Office

Edward Jones; El Prado (NM); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k & Retirement

Paid Holidays

Job summary

Edward Jones is seeking a Branch Office Administrator to support clients and financial advisors. You will manage client communications, account-related tasks, and daily administrative duties within a collaborative team environment.

The role emphasizes client service, operations support, and the use of firm software. A structured 6-month training program and extensive branch-to-headquarters support are provided.

Qualifications

• Analytical thinking and problem-solving abilities to support clients.
• Strong attention to detail in handling client information and transactions.
• Adaptability to work with a dynamic client service environment.
• Clear, effective communication with clients and colleagues.
• Proficiency with financial tools and software used in advisory support.
• Collaborative mindset in a team-driven branch environment.

Responsibilities

• Client Service: Provide exceptional service to clients via calls, email, and in-person interactions.
• Account Management: Learn and support account openings, transfers, and requests under the advisor’s direction.
• Administrative & Operational Support: Independently handle admin tasks, scheduling, materials prep, and SOP updates.
• Technology: Be proficient with MoneyGuide, Salesforce, and Microsoft Office and learn new firm software.

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 clients and financial advisors. You will manage client communications, account-related tasks, and daily administrative duties within a collaborative team environment.

The role emphasizes client service, operations support, and the use of firm software. A structured 6-month training program and extensive branch-to-headquarters support are provided.