Edward Jones
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This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $22.00/hr - $23.00/hr
Job Overview Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.
At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Position Schedule Full-Time
Branch Address 1100 73rd Street, Windsor Heights, IA
Opening Period This job posting is anticipated to remain open for 30 days, from 02-Jan-2026. The posting may close early due to the volume of applicants.
Role Summary As a Branch Office Administrator (BOA), you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in 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.
Support & Training
Comprehensive 6‑month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You’ll often work independently but will have a team of thousands backing you every step of the way
Key Responsibilities
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients’ lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
Culture & Rewards
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well‑being
Full‑time Associates receive the following benefits:
Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life and basic AD&D coverage (at no cost to associates)
401(k) retirement plan, health savings account, flexible spending account
10 paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days and paid day for volunteerism
Eligible for bonuses and profit sharing; all associates eligible for the firm’s Employee Assistance Program
Compensation
Hiring minimum: $22.50
Hiring maximum: $23.91
Edward Jones offers discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance
Opportunity for merit‑based salary increases as you progress in the BOA role
Skills & Requirements
Analytical thinking
Attention to detail
Adaptability
Conversational skills
Digital tool utilization
Team collaboration
Role Requirements
Client Service: Provide exceptional service via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients and referral sources.
Account Management: Learn and understand the financial services industry. Handle account opening, transfers, and requests at the direction of the financial advisor. Process transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Work independently at the direction of the financial advisor. Manage scheduling, prepare materials for client meetings, handle correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan.
Technology: Strong computer literacy and willingness to learn new technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
About Edward Jones Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $22.00/hr - $23.00/hr
Job Overview Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.
At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Position Schedule Full-Time
Branch Address 1100 73rd Street, Windsor Heights, IA
Opening Period This job posting is anticipated to remain open for 30 days, from 02-Jan-2026. The posting may close early due to the volume of applicants.
Role Summary As a Branch Office Administrator (BOA), you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in 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.
Support & Training
Comprehensive 6‑month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You’ll often work independently but will have a team of thousands backing you every step of the way
Key Responsibilities
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients’ lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
Culture & Rewards
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well‑being
Full‑time Associates receive the following benefits:
Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness), short‑ and long‑term disability, basic life and basic AD&D coverage (at no cost to associates)
401(k) retirement plan, health savings account, flexible spending account
10 paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days and paid day for volunteerism
Eligible for bonuses and profit sharing; all associates eligible for the firm’s Employee Assistance Program
Compensation
Hiring minimum: $22.50
Hiring maximum: $23.91
Edward Jones offers discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance
Opportunity for merit‑based salary increases as you progress in the BOA role
Skills & Requirements
Analytical thinking
Attention to detail
Adaptability
Conversational skills
Digital tool utilization
Team collaboration
Role Requirements
Client Service: Provide exceptional service via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients and referral sources.
Account Management: Learn and understand the financial services industry. Handle account opening, transfers, and requests at the direction of the financial advisor. Process transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Work independently at the direction of the financial advisor. Manage scheduling, prepare materials for client meetings, handle correspondence, and support marketing initiatives. Streamline processes by updating SOPs and executing the branch business plan.
Technology: Strong computer literacy and willingness to learn new technology such as MoneyGuide, Salesforce, Microsoft Office, and other firm‑provided software.
About Edward Jones Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#J-18808-Ljbffr