Client Services Lead - Branch Office Administrator

Edward Jones; Yuba City (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

6‑month training program

Extensive support network

Large collaborative team backing you

Job summary

Edward Jones is seeking a Branch Office Administrator to join its client-focused team. You will provide seamless support to clients, manage accounts, and assist advisors with communications and marketing efforts in a dynamic, inclusive environment.

As part of a large nationwide network, you’ll receive structured training and a broad support system, with opportunities to grow within a private, client-centered firm that values performance and community impact.

Qualifications

• Client service: provide exceptional service via calls, email, and in-person interactions.
• Account management: learn financial services, open accounts, transfers, and other requests under advisor direction.
• Administrative & operational support: work independently at the direction of the financial advisor; schedule meetings and prepare materials.
• Technology: strong computer literacy; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Deliver exceptional personalized service to clients.
• Support client accounts and facilitate communications.
• Assist in annual business planning and marketing initiatives.
• Maintain accurate client records and documentation.

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 its client-focused team. You will provide seamless support to clients, manage accounts, and assist advisors with communications and marketing efforts in a dynamic, inclusive environment.

As part of a large nationwide network, you’ll receive structured training and a broad support system, with opportunities to grow within a private, client-centered firm that values performance and community impact.