Senior Branch Office Admin: Client Services & Ops

Edward Jones

Montevideo (MN)

On-site

USD 60,000 - 85,000

Full time

8 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k retirement plan

Health savings account

Flexible spending account

Paid holidays

Vacation time

Job summary

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to support financial advisors and clients, ensuring a smooth, personalized experience. You will handle client communications, account inquiries, and routine service requests to help clients reach their long-term financial goals.

You’ll work with a large support network, participate in business planning, and contribute to marketing efforts.

Qualifications

5+ years of related financial services, banking, or legal experience.
Client service: provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
Account management: learn and understand the financial services industry and process account requests.
Administrative & operational support: independently support advisors, schedule appointments, and assist marketing efforts.
Technology: proficient with MoneyGuide, Salesforce, Microsoft Office and related software.

Responsibilities

Deliver exceptional personalized service to clients via multiple channels.
Support client accounts and facilitate communication for a positive experience.
Open/transfer accounts and handle requests per advisor directions; maintain client records.
Assist in branch business planning and execution of marketing initiatives.
Learn new tools quickly and support ongoing process improvements.