Senior Branch Admin: Client Services Leader

Edward Jones; Willmar (MN); On-site; USD 52,000 - 68,000; Full time

Job summary

Edward Jones in the United States is seeking a Senior Branch Office Administrator to join our client-focused team. You will provide administrative support to financial advisors, help manage client accounts, and contribute to a positive client experience.

This role offers comprehensive training, a large support network, and opportunities to grow within a privately-held firm that values performance and community impact.

Qualifications

• 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility.
• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in the clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States is seeking a Senior Branch Office Administrator to join our client-focused team. You will provide administrative support to financial advisors, help manage client accounts, and contribute to a positive client experience.

This role offers comprehensive training, a large support network, and opportunities to grow within a privately-held firm that values performance and community impact.