Client Services & Operations Admin – Branch

Edward Jones; Town of Brookfield (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug

401(k) retirement plan

Paid holidays

Vacation and sick leave

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join its team and support financial advisors in delivering exceptional client service. The role emphasizes client account support, communications, and coordinating between branches and the home office.

Training is provided, with opportunities to grow within a respected financial services firm. As part of Edward Jones, you will contribute to a client-centric experience, collaborating with a large network of colleagues and resources

Qualifications

• Strong analytical thinking to assess client needs and resolve inquiries.
• Excellent attention to detail to handle documentation and records.
• Adaptability to work in a fast-paced financial services environment.
• Strong verbal and written communication with clients.
• Proficiency with digital tools and software used in finance.
• Ability to collaborate with team members and stakeholders.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and other requests under the direction of the financial advisor.
• Perform administrative and operational tasks, scheduling, meeting prep, and process improvements.
• Learn and utilize firm software such as MoneyGuide, Salesforce, and Microsoft 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 seeking a Branch Office Administrator (BOA) to join its team and support financial advisors in delivering exceptional client service. The role emphasizes client account support, communications, and coordinating between branches and the home office.

Training is provided, with opportunities to grow within a respected financial services firm. As part of Edward Jones, you will contribute to a client-centric experience, collaborating with a large network of colleagues and resources