PT Client Account Administrator; CAA

Role Summary

As a Branch Office Administrator (BOA), you will work closely with financial advisors to support clients in achieving their long‑term financial goals. Your responsibilities include supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

• Comprehensive 6‑month training with an experienced peer mentor.
• Wide support network spanning your branch office, region, and home office.
• Ability to work independently while backed by a team of thousands.

• Deliver exceptional personalized service so clients feel understood and informed.
• Take an active role in the annual business planning process to help develop strategies for the upcoming year.
• Actively listen for situations in clients’ lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

• Client Service: Provide exceptional service through inbound/outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support teams.
• Account Management: Learn and understand the financial services industry; handle account openings, transfers, and other requests; process transactions, prepare documentation, and maintain accurate records.
• Administrative & Operational Support: Work independently under advisor direction; schedule appointments, prepare client meeting materials, manage correspondence, support marketing initiatives; streamline processes, update SOPs, and execute branch business plan.
• Technology: Strong computer literacy and willingness to learn new technologies and software such as Money Guide, Salesforce, Microsoft Office, and firm‑provided tools.

• Cultural emphasis on continuous improvement and professional development.
• Inclusive environment that values diverse viewpoints.
• A rewards program that promotes long‑term career growth, financial security, and family well‑being.
• Part‑time associates (≥30 hrs / week) eligible for: medical and prescription drug coverage; health savings and flexible spending accounts; voluntary benefits (accident, hospital indemnity, critical illness); well‑being programs; retirement plan (if 1,000 hrs served); paid sick leave and paid time off per applicable law.

• Human‑centered compensation with discretionary and variable components based on branch and firm profitability and individual performance.
• Bonuses and other variable compensation opportunities aligned with firm and branch results.
• Opportunity for merit‑based salary increases as you progress in the BOA role.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.