Client Services Lead, Branch Office Admin

Edward Jones; Spokane (WA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team and provide seamless client support across in-person, phone, and digital channels. You will help with accounts, communications, and day-to-day office operations inside a branch setting.

You will collaborate with financial advisors, participate in planning activities, and develop strong client relationships while using firm tools such as MoneyGuide, Salesforce, and Microsoft Office to deliver top-tier service.

Qualifications

• Provides exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learns and understands the financial services industry including account management
• Supports marketing initiatives and branch business planning
• Strong administrative and operational tasks handling ability

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Learn the financial services industry and understand account openings and transfers.
• Prepare materials for client meetings and support branch business planning.
• Use MoneyGuide, Salesforce, and MS Office to streamline processes.

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 join our team and provide seamless client support across in-person, phone, and digital channels. You will help with accounts, communications, and day-to-day office operations inside a branch setting.

You will collaborate with financial advisors, participate in planning activities, and develop strong client relationships while using firm tools such as MoneyGuide, Salesforce, and Microsoft Office to deliver top-tier service.