Client Support Administrator – Financial Advisory Team

Edward Jones; St. Louis (MO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision

401k plan

Paid holidays

Vacation days

Volunteer days

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients, manage accounts, and help advisors grow their business. You will play a key role in facilitating communication and delivering an exceptional client experience.

The BOA position offers a six-month training program, a broad support network from the branch to the home office, and the opportunity to develop in a collaborative, inclusive environment with strong performance incentives and

Qualifications

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry including account opening and transfers.
• Support administrative tasks and marketing initiatives within the branch.
• Proficient with basic technology and firm-provided software.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Account opening, transfers and other requests as directed by the financial advisor.
• Manage scheduling, prepare materials for client meetings and support branch marketing initiatives.
• Use MoneyGuide, Salesforce and Microsoft Office as part of daily operations.

Skills

Client service

Account management

Administrative support

Technology literacy

Communication skills

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients, manage accounts, and help advisors grow their business. You will play a key role in facilitating communication and delivering an exceptional client experience.

The BOA position offers a six-month training program, a broad support network from the branch to the home office, and the opportunity to develop in a collaborative, inclusive environment with strong performance incentives and