Branch Support Specialist: Tailored Solutions

Edward Jones; Tempe (AZ); On-site; USD 70,000 - 95,000; Full time

Job summary

Edward Jones is seeking a Solution Specialist on the Tailored Branch Support (TBS) Team in a role that will serve as the first point of contact for branch teams seeking support. You will leverage your problem-solving skills and service mindset to deliver timely, accurate, and personalized assistance while building strong relationships across the organization.

In this highly visible position, you will become a go-to resource for branch teams, helping them navigate support programs and ensure

Qualifications

• 3 years of administrative support, client service, or related experience.
• Strong problem-solving skills and ability to resolve complex issues.
• Excellent client service, communication, and relationship-building skills.
• Highly organized with attention to detail and ability to manage multiple priorities.
• Proficiency with Salesforce and Microsoft Excel.
• Bachelor's degree preferred or equivalent experience.
• Must work in CST or EST time zones; can reside in any time zone.
• Commutable distance to Tempe, AZ or St. Louis, MO office; four days in-office is expected.

Responsibilities

• Serve as a trusted resource and primary point of contact for branch teams seeking support with Tailored Branch Support programs and services.
• Deliver exceptional service by responding to inquiries with professionalism, empathy, and a solutions-focused approach.
• Analyze issues, resolve complex questions, and coordinate with business partners to deliver timely resolutions.
• Provide guidance and education on TBS processes, programs, and available resources.
• Support requests related to Field On-Call BOA coverage and branch support needs.
• Identify trends and opportunities to improve processes, enhance the branch experience, and drive operational excellence.
• Build strong relationships with branch teams and stakeholders while fostering confidence and trust through every interaction.

Skills

Administrative support

Client service

Problem-solving

Relationship-building

Time management

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Excel

Job description

Edward Jones is seeking a Solution Specialist on the Tailored Branch Support (TBS) Team in a role that will serve as the first point of contact for branch teams seeking support. You will leverage your problem-solving skills and service mindset to deliver timely, accurate, and personalized assistance while building strong relationships across the organization.

In this highly visible position, you will become a go-to resource for branch teams, helping them navigate support programs and ensure