Client Services Lead — Branch Office Administrator

Edward Jones; Yuma (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401k retirement plan

Health insurance

Paid holidays & vacation

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and clients, handling client accounts, communications, and daily office operations to ensure a positive client experience.

The BOA will assist with account transfers, scheduling, documentation, and related tasks while maintaining accurate client records. A training program and broad branch network back you up for success.

Qualifications

• Well-developed analytical thinking and attention to detail.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.

Skills

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 support financial advisors and clients, handling client accounts, communications, and daily office operations to ensure a positive client experience.

The BOA will assist with account transfers, scheduling, documentation, and related tasks while maintaining accurate client records. A training program and broad branch network back you up for success.