Remote Branch Support Specialist II

Edward Jones; Tempe (AZ); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

401k retirement plan

Health, dental, vision insurance

Paid holidays

Paid vacation

Volunteer time

Job summary

Edward Jones in Tempe, AZ is seeking a Tailored Branch Support Service Specialist II to partner with Financial Advisors and Client Support Teams, delivering high‑quality remote branch support and project work.

The role requires 3+ years in admin or customer service, a bachelor’s or equivalent, strong communication and multi-tasking, and proficiency with Microsoft Office and Salesforce. Relocation to on-site four days per week from commutable distance.

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 CSTs virtually to plan and execute daily branch functions
• Deliver remote client service by anticipating branch and client needs and delivering the right outcome
• Provide a high level of support to multiple FAs and CSTs 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.: 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
• Assist multiple FAs and CSTs with event planning and seminars
• Leverage high level of administrative experience as branch partner to increase capacity through remote support
• 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 support

Customer service

Verbal communication

Written communication

Time management

Multi-tasking

Microsoft Office

Salesforce

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Office

Job description

Edward Jones in Tempe, AZ is seeking a Tailored Branch Support Service Specialist II to partner with Financial Advisors and Client Support Teams, delivering high‑quality remote branch support and project work.

The role requires 3+ years in admin or customer service, a bachelor’s or equivalent, strong communication and multi-tasking, and proficiency with Microsoft Office and Salesforce. Relocation to on-site four days per week from commutable distance.