✦ Luna Orbit — Customer Success & Support

Non-Reg On-Caller

at Jones Financial (Edward Jones)

📍 Clinton, TN Onsite Posted March 31, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years 0+ years
Education Not specified
Category Customer Success & Support

About this role

Branch Office Administrator providing client service and support to financial advisors, handling client communications, account-related tasks, scheduling, and documentation using MoneyGuide, Salesforce, and MS Office.

Key Responsibilities

  • Client service via calls/email/in-person
  • Account management support
  • Administrative & operational tasks
  • Technology tools (MoneyGuide, Salesforce, MS Office)
  • Support marketing initiatives

Technical Overview

User-level tools including MoneyGuide and Salesforce; process-oriented with SOPs and scheduling; customer service and administrative focus.

Ideal Candidate

The ideal candidate is an entry-level BOA with strong client service orientation, capable of handling inbound/outbound calls, and proficient with MoneyGuide, Salesforce, and Microsoft Office to support financial advisors and client accounts.

Must-Have Skills

Client Service: Provide exceptional service via inbound and outbound callsemailand in-person interactionsAccount Management: Learn financial industry and handle requestsAdministrative & Operational SupportTechnology: proficiency with MoneyGuideSalesforceMicrosoft Office

Nice-to-Have Skills

Financial services backgroundKnowledge of MoneyGuideExperience in banking/financial services

Tools & Platforms

MoneyGuideSalesforceMicrosoft Office

Required Skills

Microsoft OfficeSalesforceMoneyGuideSOPsSchedulingDocumentationClient relationshipsInbound/outbound callsFinancial services knowledge

Hard Skills

Microsoft OfficeSalesforceMoneyGuideSOPsSchedulingDocumentationClient relationshipsInbound callsOutbound callsFinancial services knowledge

Soft Skills

Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsTeam Collaboration

Industry & Role

Industry Banking
Job Function Support branch client servicing and administrative operations
Role Subtype Branch Office Administrator

Keywords for Your Resume

Branch Office AdministratorBOAEdward JonesCustomer ServiceAccount ManagementAdministrative & Operational SupportMoneyGuideSalesforceMicrosoft OfficeInbound callsOutbound callsTNClintonretail bankingfinancial servicesCustomer serviceAccount managementAdministrationIn-personinbound callsoutbound calls

Deal Breakers

Lack of experience with MoneyGuide or Salesforce, Inability to work onsite in Clinton, TN, No client service experience

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