Client Services Lead, Branch Office

Edward Jones; Rockford (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k Retirement Plan

Job summary

Edward Jones is hiring a Branch Office Administrator to support financial advisors, manage client interactions, and assist with their accounts and daily branch operations.

The role emphasizes delivering exceptional service, organizing documentation, and collaborating with a large network to ensure a positive client experience. Training is provided, with strong career growth potential within a well-established firm.

Qualifications

• Strong client service mindset and ability to understand client needs.
• Ability to manage accounts and support advisors in a fast-paced environment.
• Proactive in supporting marketing initiatives and branch planning.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and record maintenance.
• Support administrative tasks and scheduling to help the advisor team.
• Learn and adopt firm software and technologies to support daily operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to support financial advisors, manage client interactions, and assist with their accounts and daily branch operations.

The role emphasizes delivering exceptional service, organizing documentation, and collaborating with a large network to ensure a positive client experience. Training is provided, with strong career growth potential within a well-established firm.