Tailored Branch Support Service Specialist II (EST)

Edward Jones

2d•Remote

About The Position

Edward Jones’ Market & Practice Solutions division is comprised of over 500 associates dedicated to supporting branch teams and enhancing the client experience. This team plays a vital role in delivering tailored solutions, providing timely guidance, and enabling branch teams to operate efficiently and effectively. As a Tailored Branch Support (TBS) Service Specialist II, you will partner with multiple Financial Advisors (FAs) and Client Support Teams (CSTs) to execute critical branch functions and business priorities. By performing the BOA 5 Core Elements, you will help increase branch capacity, strengthen client relationships, and ensure a seamless and high-quality client experience through virtual collaboration and support.

Requirements

Minimum of 3 years of administrative support or customer service experience
Excellent verbal and written communication skills
Organizational and time management skills with ability to multi-task
Strong computer and technical skills including effective use of Microsoft Office applications, and familiarity with Salesforce Desktop preferred.
Comfortable utilizing multiple systems at the same time, troubleshooting and maintaining stakeholder relationships.
This position requires you to be located in the EST time zone.

Nice To Haves

Bachelor's degree preferred or equivalent experience

Responsibilities

Partner with multiple FAs and Client Support Teams virtually to plan and execute daily branch functions and add value through project work, client outreach, account maintenance, research, financial planning assistance, etc.
Deliver excellent remote client service by anticipating branch and client needs and delivering the right outcome, improving the client experience through branch partnerships, and effectively communicating in a timely manner
Provide a high level of support to multiple FAs and Client Support Teams and serve as a resource to idea share, problem solve, and take action
Create and update standard operating procedures for the branch, and contribute business plan objectives and results
Provide advanced administrative support, i.e.: Identify opportunities, answer incoming calls and emails, schedule/follow up appointments, document management and scanning, asset movement, balance priorities and time management across multiple branch partnerships simultaneously, etc.
Assist multiple FAs and Client Support Teams with event planning and seminars
Leverage high level of administrative experience as branch partner to increase capacity through remote support and meet needs of branches in transition