Client Services Office Administrator (Financial Services)

Edward Jones; Scottsdale (AZ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Scottsdale, AZ is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will handle client accounts, communications, and daily operations to ensure a positive client experience.

The role emphasizes detail, adaptability, and teamwork, with training and a broad support network across branches; full benefits and long-term development opportunities are offered.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn financial services concepts including account openings and transfers.
• Support administrative tasks and marketing initiatives under advisor direction.

Responsibilities

• Client Service: respond to inquiries, resolve issues, and maintain relationships.
• Account Management: learn operations for accounts and transfers per advisor guidance.
• Administrative & Operational Support: schedule, prepare materials, and update SOPs.
• Technology: use MoneyGuide, Salesforce, and MS Office; adapt to firm software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Scottsdale, AZ is seeking a Branch Office Administrator to provide seamless support to financial advisors and clients. You will handle client accounts, communications, and daily operations to ensure a positive client experience.

The role emphasizes detail, adaptability, and teamwork, with training and a broad support network across branches; full benefits and long-term development opportunities are offered.