Remote Branch Support Specialist II

Edward Jones; Tempe (AZ); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Edward Jones is seeking a Tailored Branch Support (TBS) Service Specialist II in Tempe, AZ, to partner with Financial Advisors and Client Support Teams for daily branch functions. The role focuses on remote collaboration, high-quality client service, and procedural improvements.

You will support multiple FAs, create SOPs, manage communications, and assist with events, balancing priorities across several partnerships to optimize branch capacity.

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.

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

Skills

Microsoft Office

Salesforce Desktop

Education

Bachelor's degree preferred or equivalent experience

Job description

Edward Jones is seeking a Tailored Branch Support (TBS) Service Specialist II in Tempe, AZ, to partner with Financial Advisors and Client Support Teams for daily branch functions. The role focuses on remote collaboration, high-quality client service, and procedural improvements.

You will support multiple FAs, create SOPs, manage communications, and assist with events, balancing priorities across several partnerships to optimize branch capacity.