Remote Branch Support Specialist II

Edward Jones; St. Louis (MO); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Vacation & sick time

Employee Assistance Program

Job summary

Edward Jones is seeking a Tailored Branch Support (TBS) Service Specialist II to partner with Financial Advisors and Client Support Teams, coordinating remote branch functions and project work to enhance client service.

Strong administrative and communication skills, plus 3+ years of experience, are required. A bachelor’s degree is preferred; expect work across multiple systems and events planning in a hybrid setup.

Qualifications

• Minimum of 3 years of administrative support or customer service experience
• Bachelor's degree preferred or equivalent 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.

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
• Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.

Skills

Administrative experience

Customer service

Verbal & written communication

Microsoft Office

Salesforce

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Tailored Branch Support (TBS) Service Specialist II to partner with Financial Advisors and Client Support Teams, coordinating remote branch functions and project work to enhance client service.

Strong administrative and communication skills, plus 3+ years of experience, are required. A bachelor’s degree is preferred; expect work across multiple systems and events planning in a hybrid setup.