Senior Branch Operations & Client Services Lead

Edward Jones; Danvers (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment, retirement, and wealth management guidance to individual investors and small businesses.

You will manage daily branch operations, including account onboarding, documentation, trade and money movement processing, and CRM accuracy, and you will schedule client meetings, coordinate local marketing and client events, while upholding strict confidentiality

Qualifications

• Client-facing communication skills with attention to detail.
• Strong operations management experience in a financial services setting.
• Proven CRM accuracy and data hygiene best practices.

Responsibilities

• Handle daily branch operations and client onboarding.
• Process trades, money movement, and documentation.
• Maintain CRM accuracy and ensure compliance.

Skills

Client-facing communication

Operations management

CRM accuracy

Scheduling meetings

Tools

CRM software

Job description

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment, retirement, and wealth management guidance to individual investors and small businesses.

You will manage daily branch operations, including account onboarding, documentation, trade and money movement processing, and CRM accuracy, and you will schedule client meetings, coordinate local marketing and client events, while upholding strict confidentiality