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Branch Office & Client Services Specialist

Edward Jones

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and ensure a positive client experience. You’ll collaborate with a team of financial advisors to help clients achieve long-term goals and maintain accurate records. The role includes preparing meeting materials, coordinating scheduling, supporting marketing initiatives, and using tools like MoneyGuide, Salesforce, and Microsoft Office to stay organized and compliant. #J-18808-Ljbffr Edward Jones

Vacancy posted 2 days ago
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