Financial Services Client Support Administrator

Edward Jones; O’Fallon (MO); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

Short- and long-term disability

Basic life and AD&D insurance

401k retirement plan

Paid holidays and vacation days

Sick time and personal days

Employee Assistance Program

Bonus opportunities and profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service and administrative support to a team of financial advisors. You will manage client interactions, assist with accounts and documents, and help implement branch plans in a dynamic, collaborative environment.

This full-time role includes comprehensive training, a broad support network, and opportunities for growth within a privately-held firm focused on client outcomes.

Qualifications

• Client service experience and strong communication skills.
• Ability to learn and support financial advisors and clients.
• Experience handling inquiries, scheduling, and documentation.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation as directed by the advisor.
• Support administrative tasks and marketing initiatives; update SOPs when needed.
• Schedule appointments and prepare materials for client meetings; manage correspondence.

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 to provide seamless client service and administrative support to a team of financial advisors. You will manage client interactions, assist with accounts and documents, and help implement branch plans in a dynamic, collaborative environment.

This full-time role includes comprehensive training, a broad support network, and opportunities for growth within a privately-held firm focused on client outcomes.