Branch Office Client Services Specialist

Branch office client service is central to this Edward Jones Client Experience Specialist position. Use communication and organization to support clients and multiple Financial Advisors.
This specialist fosters client relationships throughout their branch experience and helps ensure clients achieve financial goals. Daily work includes resolving questions, preparing advisors, managing service requests, and maintaining accurate records. You will also answer calls, greet clients, process expenses, order supplies, compile reports, and create documents or spreadsheets. Edward Jones seeks proactive professionals who incorporate feedback, adapt to change, and identify efficiency opportunities.

Strong financial product understanding and computer skills support the work.

Key Responsibilities:

Anticipate, address, and resolve client questions
Prepare Financial Advisors for opportunity discussions
Maximize each in-person client visit
Process requests, faxes, emails, and branch expenses
Maintain records and compile reports
Requirements:
High School Diploma or equivalent required
Associate's or Bachelor's degree preferred
Two or more years financial services preferred
Critical thinking and analytical skills
Detail-oriented approach with strong accuracy
Bring organized client support, clear communication, and financial services awareness to Edward Jones branch operations.