Client Services Lead — Branch Office Administrator

Edward Jones; Polson (MT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation allowance

Disability coverage

Employee Assistance Program

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients and the financial advisory team. You will help manage client accounts, coordinate communications, and contribute to a positive client experience.

The role offers comprehensive training and a broad support network across branches, regions, and the home office, with opportunities to grow your career while delivering personalized service.

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Handle account opening, transfers and other requests at the direction of the financial advisor.
• Administrative tasks including scheduling, preparing materials for client meetings, and supporting marketing initiatives.
• Proficient with firm-provided software and new technology.

Responsibilities

• Provide exceptional client service to ensure clients feel understood and informed.
• Manage account opening, transfers, and documentation following advisor direction.
• Support branch operations, schedule appointments, prepare materials, and assist in executing the branch business plan.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office efficiently.

Skills

Client service

Account management

Administrative & operational support

Technology

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients and the financial advisory team. You will help manage client accounts, coordinate communications, and contribute to a positive client experience.

The role offers comprehensive training and a broad support network across branches, regions, and the home office, with opportunities to grow your career while delivering personalized service.