✦ Luna Orbit — Customer Success & Support

Branch Office Administrator

at Jones Financial (Edward Jones)

📍 Savannah, MO Onsite Posted March 29, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years Not specified
Education Not Specified
Category Customer Success & Support

About this role

Lead front-end operations in a Dick's Sporting Goods store, delivering exceptional customer service, supporting store leadership, and executing merchandising and loss prevention standards.

Key Responsibilities

  • Deliver exceptional client service
  • Support client accounts and transfers
  • Manage scheduling and events
  • Train and onboard teammates
  • Uphold brand standards and loss prevention

Technical Overview

Proficiency with MoneyGuide, Salesforce, and Microsoft Office to support client interactions, planning, and documentation.

Ideal Candidate

The ideal candidate is a customer-service oriented front-end leader with retail experience who can uphold brand standards, lead a team, and coach for performance. They are comfortable with scheduling, events, and facilitating great client experiences using MoneyGuide, Salesforce, and Microsoft Office.

Must-Have Skills

Client Service: inbound and outbound callsemailand in-person interactionsAccount Management: account openinghandling transfersand maintaining client recordsAdministrative & Operational Support: independent workschedulingmaterials for meetingsSOP updatesTechnology: MoneyGuideSalesforceMicrosoft Office

Tools & Platforms

MoneyGuideSalesforceMicrosoft Office

Required Skills

Client serviceaccount managementadministrative supportMoneyGuideSalesforceMicrosoft OfficeSOPs

Hard Skills

MoneyGuideSalesforceMicrosoft OfficeSOPsCustomer serviceAccount management

Soft Skills

Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsTeam CollaborationCommunicationTime Management

Industry & Role

Industry Financial Services
Job Function Lead front-end operations and customer experience for the store.
Role Subtype front end lead

Keywords for Your Resume

branch office administratorcustomer serviceclient serviceaccount managementadministrative supportmoneyguidesalesforcemicrosoft officesoptrainingonboardingschedulingdata entryfinancial servicesfull-timeadministrative taskssop updates

Deal Breakers

Lack of retail or customer-facing experience, Inability to stand for extended periods or lift 15-35 lbs, Unavailability for nights, weekends, or holidays

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