More jobs:
Branch Operations & Client Services Coordinator
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-06-11
Listing for:
Edward Jones
Full Time
position Listed on 2026-06-11
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator, Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and client accounts while enhancing customer service. This dynamic role involves client interactions, account management, and operational support, with opportunities for growth.
Key responsibilities include delivering exceptional client service, processing transactions, and utilizing software like Money Guide and Salesforce. Benefits include paid holidays, a 401(k) retirement plan, and comprehensive training.
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