Client Services & Office Administrator (Financial Services)

Edward Jones; Edgerton (WI); 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 and vacation

Job summary

Edward Jones seeks a Branch Office Administrator (BOA) to support financial advisors and clients with account services, communication, and daily operations. You’ll be integral to delivering a seamless client experience and contributing to branch success.

We provide comprehensive training, a large support network from branch to home office, and a path for growth within a flexible, inclusive environment. A competitive benefits package supports your well-being.

Qualifications

• Analytical thinking for client service and problem solving.
• Attention to detail for accurate record-keeping and documentation.
• Adaptability in a fast-paced financial services environment.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and other requests under guidance of a financial advisor.
• Perform administrative tasks, schedule appointments, prepare materials and support marketing initiatives.
• Learn and use MoneyGuide, Salesforce, and MS Office to support branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator (BOA) to support financial advisors and clients with account services, communication, and daily operations. You’ll be integral to delivering a seamless client experience and contributing to branch success.

We provide comprehensive training, a large support network from branch to home office, and a path for growth within a flexible, inclusive environment. A competitive benefits package supports your well-being.