Client Services Lead - Branch Office Administrator

Edward Jones; Long Beach (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Health savings account (HSA)

Flexible spending account (FSA)

Paid holidays

Vacation days (15) and sick time

Volunteer time off

Bonus opportunities

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver excellent client service, support account management, and provide administrative help to a team of financial advisors. You will engage with clients, coordinate communications, and assist in branch planning and operations.

The role emphasizes independence with team backing, training, and opportunities to contribute to marketing efforts, while leveraging tools like MoneyGuide, Salesforce, and Microsoft Office in daily tasks.

Qualifications

• Provide exceptional client service via multiple channels (phone, email, in-person).
• Support account openings, transfers, and documentation under advisor direction.
• Perform administrative tasks and coordinate branch activities to aid the advisor.
• Proficient use of MoneyGuide, Salesforce, and MS Office tools.

Responsibilities

• Deliver outstanding client service and maintain strong client relationships.
• Assist in annual business planning and strategy development for the branch.
• Process client requests and ensure accurate documentation and records.
• Support marketing initiatives and events at the branch level.

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 deliver excellent client service, support account management, and provide administrative help to a team of financial advisors. You will engage with clients, coordinate communications, and assist in branch planning and operations.

The role emphasizes independence with team backing, training, and opportunities to contribute to marketing efforts, while leveraging tools like MoneyGuide, Salesforce, and Microsoft Office in daily tasks.