Client Services & Branch Operations Specialist
Job in
Oak Harbor, Island County, Washington, 98278, USA
Listed on 2026-07-15
Listing for:
Edward Jones
Full Time
position Listed on 2026-07-15
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Edward Jones in Oak Harbor, WA is seeking a Branch Office Administrator to provide frontline support to clients and assist the financial advisor with day-to-day operations. You will respond to inquiries, open accounts, process transfers, handle documentation, schedule meetings, and maintain accurate client records.
Proficiency with MS Office and a willingness to learn Money Guide and Salesforce are expected as you contribute to branch initiatives, marketing activities, and process improvements in
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