Client Services Lead — Branch Office Administrator

Edward Jones; Bel Air (MD); Presencial; USD 42.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental

Vision

401k

Paid time off

Descripción de la vacante

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support in a fast-paced financial advisory environment. You will assist with client communications, account processing, and coordination with financial advisors to ensure exceptional service.

You will also support marketing initiatives, manage scheduling, and help maintain accurate client records using MoneyGuide, Salesforce, and Microsoft Office.

Formación

• Proven ability to deliver strong client service and support.
• Ability to manage client accounts and coordinate with advisors.
• Experience handling administrative tasks and branch operations.
• Familiarity with MoneyGuide, Salesforce, and MS Office tools.

Responsabilidades

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation as directed by the advisor.
• Support branch operations and annual business planning efforts.
• Use technology to streamline processes and update SOPs as needed.

Conocimientos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Herramientas

MoneyGuide

Salesforce

Microsoft Office

Descripción del empleo

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support in a fast-paced financial advisory environment. You will assist with client communications, account processing, and coordination with financial advisors to ensure exceptional service.

You will also support marketing initiatives, manage scheduling, and help maintain accurate client records using MoneyGuide, Salesforce, and Microsoft Office.