Client Services & Office Operations Coordinator

Edward Jones; Milan (MN); On-site; USD 40,000 - 52,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. You’ll manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.

You’ll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service.

Qualifications

• Experience delivering client-focused service in a financial or office setting.
• Strong organizational skills and attention to detail.
• Ability to handle paperwork and data entry accurately.

Responsibilities

• Support a Financial Advisor with client service and scheduling.
• Manage client communications and prepare paperwork.
• Process transactions and maintain accurate records for a compliant office.
• Assist with appointment preparation and marketing follow-up.
• Provide account servicing and maintain smooth branch operations.

Skills

Client service

Scheduling

Branch operations

Job description

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. You’ll manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.

You’ll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service.