Client Account Administrator (CAA)

This job posting is anticipated to remain open for 30 days, from 15-Oct-2026. The posting may close early due to the volume of applicants.

The Client Account Administrator applies business knowledge and understanding of the branch business to complete account processing in support of deeply serving client needs. The Client Account Administrator uses in-depth product knowledge to identify portfolio opportunities to support the financial advisors (FA) in achieving deeper and broader relationships with clients. This role includes working with other branch support roles, working in a flexible work arrangement from home.What skills would make you a successful BOA?

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Role Responsibilities:

• Complete complex account processing activities, including but not limited to: insurance, estates, ESRP/401K, retirement distributions, work with small businesses, asset and cash transfers, trade processing with and without FA instructions within Allowable Activities, portfolio construction/rebalancing, and cost basis – (approx. 50% of time)
• Execution of simple account processing activities, including fees, margin loans, retirement minimum distributions, education account, transfers, and SWPS – (approx. 25% of time)
• Deepen and broaden client relationships through identifying assets in portfolio reviews and sharing with clients' financial advisor - (approx. 10% of time) ▪ Assist in client creation and opening new accounts - (approx. 5% of time)
• Manage and maintain client information and update accounts, including data entry, filing, notes - (approx. 5% of time)
• Demonstrate a growth mindset with a focus on continued learning and development, participating and providing feedback to support an agile and iterative learning environment and open to changes in work as the role evolves - (approx. 5% of time)

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.

You can also expect…

• 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:
• 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.

You'll be competitively compensated…

• Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
• The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.