Client Services & Office Operations Lead

Edward Jones; Chillicothe (IL); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Disability insurance

Life insurance

AD&D coverage

Flexible spending account

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client support and administrative assistance alongside a team of advisors. You will handle inquiries, manage accounts, and help implement branch plans to enhance client experiences.

As part of a large, supportive network, you will receive comprehensive onboarding, ongoing training, and opportunities to develop within a community-focused financial services firm that values collaboration and client care.

Qualifications

• Analytical thinking to assess client needs and processes.
• Attention to detail in account and documentation handling.
• Adaptability to support multiple advisors and changing priorities.
• Strong verbal and written communication for client interactions.
• Proficient use of digital tools to streamline workflows.
• Collaborative approach within a large support network.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation as directed by the advisor.
• Perform administrative and operational support to execute the branch business plan.
• Learn and use firm-provided software (MoneyGuide, Salesforce, MS Office).

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide seamless client support and administrative assistance alongside a team of advisors. You will handle inquiries, manage accounts, and help implement branch plans to enhance client experiences.

As part of a large, supportive network, you will receive comprehensive onboarding, ongoing training, and opportunities to develop within a community-focused financial services firm that values collaboration and client care.