Client Services & Office Operations Specialist

Edward Jones; Clara City (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.

Responsibilities

• Support a Financial Advisor with client service, scheduling, and branch operations.
• Manage client communications and prepare paperwork.
• Process transactions and maintain accurate records for compliance.

Skills

Customer service

Scheduling

Record keeping

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.