Senior Branch Office Administrator - Client Services Lead

Edward Jones; Gunnison (CO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical & prescription benefits

Dental & vision insurance

Disability & life insurance

401k retirement plan

Paid holidays

Vacation time

Volunteer time off

Job summary

Edward Jones seeks a Senior Branch Office Administrator (Sr. BOA) to provide essential client support, manage accounts, and assist advisors. You’ll handle communications, scheduling, and materials for client meetings while contributing to marketing initiatives and branch planning.

This role offers growth in a supportive, client-centered environment. You will join a large network serving millions of clients, with extensive training and a collaborative team across branches and regions.

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.
• Account opening, transfers, and other requests under the financial advisor's direction.
• Strong administrative and operational support skills with ability to work independently.

Responsibilities

• Deliver exceptional client service to ensure clients feel understood and informed.
• Assist in annual business planning and develop strategies for the upcoming year.
• Listen for opportunities where clients may need additional services and respond accordingly.
• Support marketing activities and coordinate events to drive client engagement.

Skills

Client service

Account management

Administrative support

Technology literacy

Communication

Team collaboration

Tools

Salesforce

MoneyGuide

Microsoft Office

Job description

Edward Jones seeks a Senior Branch Office Administrator (Sr. BOA) to provide essential client support, manage accounts, and assist advisors. You’ll handle communications, scheduling, and materials for client meetings while contributing to marketing initiatives and branch planning.

This role offers growth in a supportive, client-centered environment. You will join a large network serving millions of clients, with extensive training and a collaborative team across branches and regions.