Senior Branch Office Administrator: Client Service & Operations Lead

Edward Jones; Cranberry Township (Butler County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Senior Branch Office Administrator (Sr. BOA) to join our team in a full-time capacity at our Cranberry Township office. The Sr.

BOA will collaborate with financial advisors to support client accounts, communication, and the overall client experience. This is a valued role within a large, private, client-focused firm. You will play a key role in handling client inquiries, coordinating account activities, and supporting the branch business plan while leveraging

Qualifications

• 5+ years of related financial services, banking, or legal experience plus progression/responsibility.
• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions and maintain relationships.

Responsibilities

• Deliver exceptional personalized service to clients and ensure an exceptional experience.
• Assist in annual business planning and develop strategies for the upcoming year.
• Actively listen for situations indicating a need for additional services and coordinate with advisors.
• Support marketing initiatives and events, and maintain client records and SOPs.

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 Senior Branch Office Administrator (Sr. BOA) to join our team in a full-time capacity at our Cranberry Township office. The Sr.

BOA will collaborate with financial advisors to support client accounts, communication, and the overall client experience. This is a valued role within a large, private, client-focused firm. You will play a key role in handling client inquiries, coordinating account activities, and supporting the branch business plan while leveraging