Tailored Branch Support Service Specialist II (MST/PST)

Edward Jones•Tempe, AZ

43d•Hybrid

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. 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. The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives, increasing overall branch capacity. Consistently executing the appointment process Deepen and broaden client relationships Make it easy to do business through digital client experience Continuously improve and execute client and branch processes Facilitate branch business planning process TBS Service Specialists maintain long-term, mid-range, and short-term partnerships to meet specific individual branch needs.

Requirements

Minimum of 3 years of administrative support or customer service experience
Superior client service skills, working independently and in a team environment
Strong problem solving and analytical skills
Ability to navigate conflict resolution and change management
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
Critical thinking along with self-sufficient decision making
Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and complex information.
MUST live in either the MST or PST 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

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.

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