Senior Branch Operations & Client Services Specialist

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

Benefits offered by this job

Training provided

Licensing support

Career growth

Collaborative culture

Job summary

Edward Jones 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. In this client-facing role, you’ll manage daily branch operations such as onboarding, documentation, trade and money movement processing, and CRM accuracy.

You will schedule and prepare client meetings, coordinate local marketing and client events, and uphold strict compliance

Responsibilities

• Manage daily branch operations including account onboarding
• Process documentation, trades and money movements
• Maintain CRM accuracy and client records
• Schedule and prepare client meetings
• Coordinate local marketing and client events
• Uphold strict compliance and confidentiality standards

Job description

Edward Jones 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. In this client-facing role, you’ll manage daily branch operations such as onboarding, documentation, trade and money movement processing, and CRM accuracy.

You will schedule and prepare client meetings, coordinate local marketing and client events, and uphold strict compliance