Senior Client Administrator - Edward Jones Connections

This job posting is anticipated to remain open for 30 days, from 26-Jun-2025. The posting may close early due to the volume of applicants. The Edward Jones Connection Team at Edward Jones exists to enable branch team to optimize their practice by creating capacity, through serving clients in partnership. As the key connection between branches and the home office, youll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business. We seek engaged, organized, and motivated associates to serve as Sr Client Service Administrators within this team to support clients while working with the advisors and other associates on the team. Sr Client Service Administrators work together, following standard operating procedures, to support clients with administrative needs at any moment but focus primarily on driving efficiency through owning specific situations and taking them to resolution. They also help provide department-wide support for client situations involving certain topics.

Key Responsibilities:

• Generate strong and efficient internal processes to navigate administrative needs for the department.
• Tailor solutions and experiences that meet the goals of our service framework.
• Support multiple Home Office Financial Advisors by understating complex client situations and willingly use data, stakeholder insight, logic, resources, and expertise to bring accounts to resolution.
• Remain compliant and ensure excellent client service and increased branch confidence in Edward Jones Connection.
• Accurately follow standard procedures to service incoming branch and client correspondence such as checks, statements, estate documents and legal documents. Must scan items into appropriate client account within timely manner. Any delays in processing could result in liability to the firm.
• Embrace challenging specialty topics by working in partnership with other home office areas and team members through collaboration and strong communication.
• Utilize firm tools and resources, serve clients, as well as the Home Office Financial Advisor. This also involves identifying relationship development opportunities when scheduling activities for the Home Office Financial Advisors that they are assigned to support.
• Prioritize and execute client account needs for a large volume of households across multiple branch teams and home office teams.
• Work closely with Branch and Home Office teams and clients, in response to activities such as but not limited to telephone calls and written correspondence. Associate will NOT provide solutions, guidance, and/or recommendations on the suitability of investments as it pertains to clients.
• Complete necessary and topical training and keep up to date on changes in process or information necessary to the do the job.
• Responsible for continually learning on the job through daily department emails, team/department meetings, and Continuing Education sessions.
• Contribute to the overall success of the team/department by acting as a resource for others and by owning/supporting new initiatives, projects, or process changes.
• Demonstrate flexibility and willingness to shift between projects/priorities. This may include occasionally be expected to assist with client incoming calls.
• Must be able to work in a fast paced, team-oriented, environment and quickly learn to apply new information.

• Bachelor's Degree is preferred.
• 2+ years of customer service; prior financial services, banking or insurance industry, or Edward Jones experience recommended.
• Comfortable with computer and technology systems such as Microsoft, Salesforce, Money guide, Tableau.
• Proven organization and efficiency skills.
• Completion of training within eight weeks of hire.

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .