Tailored Branch Support Specialist II (CST)

Edward Jones

13d•Hybrid

About The Position

Edward Jones’ Market & Practice Solutions division includes more than 500 associates who support branch teams and enhance the client experience. As a Tailored Branch Support Service Specialist II, you will partner virtually 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 deliver a seamless, high-quality client experience. The position requires location in the CST time zone. Candidates living within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home office locations are expected to work in the office four days per week. Current internal home-based associates may retain home-based status if selected, although future business or regulatory needs may require on-site work.

Requirements

Minimum of 3 years of administrative support or customer service experience.
Excellent verbal and written communication skills.
Organizational and time management skills, with the ability to multitask.
Strong computer and technical skills, including effective use of Microsoft Office applications.
Comfort using multiple systems simultaneously, troubleshooting, and maintaining stakeholder relationships.
Must be located in the CST time zone.

Nice To Haves

Bachelor's degree or equivalent experience.
Familiarity with Salesforce Desktop.

Responsibilities

Partner virtually with multiple Financial Advisors and Client Support Teams to plan and execute daily branch functions.
Support project work, client outreach, account maintenance, research, and financial planning assistance.
Deliver remote client service by anticipating branch and client needs, providing appropriate outcomes, improving the client experience through branch partnerships, and communicating in a timely manner.
Provide support as a resource for idea sharing, problem solving, and taking action.
Create and update branch standard operating procedures and contribute to business plan objectives and results.
Provide advanced administrative support, including identifying opportunities, answering incoming calls and emails, scheduling and following up on appointments, document management and scanning, and asset movement.
Balance priorities and manage time across multiple branch partnerships simultaneously.
Assist multiple Financial Advisors and Client Support Teams with event planning and seminars.
Use administrative experience to increase branch capacity through remote support and meet the needs of branches in transition.

Benefits

Medical and prescription drug coverage.
Dental and vision coverage.
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage.
Short- and long-term disability coverage at no cost to associates.
Basic life and basic AD&D coverage at no cost to associates.
401(k) retirement plan.
Health savings account and flexible spending account.
Ten paid holidays.
15 days of vacation for new associates beginning on January 1 of each year.
Sick time and personal days.
Paid day for volunteerism.
Associates may be eligible for bonuses and profit sharing.
Employee Assistance Program.