Senior Branch Office Administrator — Client Services Lead

Edward Jones; Danvers (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) retirement plan

Paid holidays

Vacation days

Volunteer time

Job summary

Edward Jones seeks a Senior Branch Office Administrator (Sr. BOA) to provide essential client service and administrative support to a team of financial advisors. You will manage client communications, accounts, and marketing activities to help clients achieve long-term financial goals.

You’ll join a sizeable firm with comprehensive training and a robust benefits program, contributing to a collaborative, client‑focused culture across U.S. offices.

Qualifications

• 5+ years of related financial services, banking, or legal experience with progression in responsibilities.
• Client Service: provide exceptional service via calls, email, and in-person interactions and build strong client relationships.
• Account Management: learn and navigate the financial services industry including accounts, transfers, and documentation.
• Administrative & Operational Support: work independently under advisor direction; schedule, prepare materials, manage correspondence and marketing initiatives.
• Technology: be proficient with MoneyGuide, Salesforce, and MS Office.

Responsibilities

• Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
• Support client accounts and facilitate communication to ensure a positive client experience.
• Assist in annual business planning to help develop strategies for the coming year.
• Actively listen for client life events that may indicate needs for additional services.
• Plan and execute marketing activities and client events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Senior Branch Office Administrator (Sr. BOA) to provide essential client service and administrative support to a team of financial advisors. You will manage client communications, accounts, and marketing activities to help clients achieve long-term financial goals.

You’ll join a sizeable firm with comprehensive training and a robust benefits program, contributing to a collaborative, client‑focused culture across U.S. offices.