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Senior Client Administrator

Edward Jones

Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re 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. Responsibilities The Edward Jones Connection Team enables branch teams to optimize their practice by creating capacity, through serving clients in partnership. As the key connection between branches and the home office, you’ll 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. 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. Qualifications Bachelor's Degree is preferred. 2+ years of customer service experience; 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. Eligibility and Discrimination Policy 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. 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). Benefits 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 401(k) 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. #J-18808-Ljbffr Edward Jones

Vacancy posted 2 days ago
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