Client Services Lead — Branch Office Administrator

Edward Jones; Bolivar (MO); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Broad support network

Thousands backing you

Job summary

Edward Jones is seeking a Branch Office Administrator to provide key client support, account handling, and administrative operations for a team of financial advisors. You’ll assist in client communications, planning, and service delivery to ensure a positive client experience.

The role emphasizes proactive client engagement, teamwork, and use of technology tools like MoneyGuide and Salesforce. This full-time position offers growth within a respected financial services firm.

Qualifications

• Client service excellence across inbound/outbound calls, email and in-person interactions.
• Account opening and transfers handling under advisor direction.
• Administrative and operational support to assist branch business plan execution and SOP updates.
• Strong computer literacy and willingness to learn new firm-provided software such as MoneyGuide, Salesforce and MS Office.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions; build relationships with clients, referral sources, and the internal team.
• Learn and manage financial accounts, transfers, and requests under advisor direction; maintain accurate client records.
• Support scheduling, meeting materials, correspondence, and marketing initiatives; streamline branch processes and SOP updates.
• Utilize technology effectively; adapt to new tools and firm software to support advisors.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

MoneyGuide

Salesforce

Microsoft Office

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide key client support, account handling, and administrative operations for a team of financial advisors. You’ll assist in client communications, planning, and service delivery to ensure a positive client experience.

The role emphasizes proactive client engagement, teamwork, and use of technology tools like MoneyGuide and Salesforce. This full-time position offers growth within a respected financial services firm.