Remote Branch Support Specialist II

Edward Jones

Tempe (AZ)

Hybrid

USD 42,000 - 60,000

Full time

7 days ago
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Benefits offered by this job

401k plan
Medical coverage
Dental & vision
Paid holidays
Vacation & sick time
Employee assistance program

Job summary

Edward Jones in Tempe, AZ seeks a Tailored Branch Support Service Specialist II to partner with Financial Advisors and Client Support Teams, delivering remote branch functions, client service, and admin support. This hybrid role requires at least 3 years’ admin or CS experience, a bachelor’s or equivalent, and strong MS Office and Salesforce skills.

Four days in-office per week; CST time zone alignment. Join a Fortune 500 firm that values people, inclusion, and community impact, with

Qualifications

  • 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 Microsoft Office and familiarity with Salesforce.
  • Comfortable utilizing multiple systems simultaneously and maintaining stakeholder relationships.

Responsibilities

  • Plan and execute daily branch functions virtually with FAs and CSTs.
  • Deliver remote client service and improve client experience through partnerships.
  • Provide high level administrative support and share ideas, solve problems, and take action.
  • Create and update standard operating procedures for the branch and contribute to business objectives.

Skills

Administrative support
Customer service
Verbal & written communication
Organizational skills
Multitasking
Microsoft Office
Salesforce

Education

Bachelor's degree preferred or equivalent experience

Tools

Salesforce Desktop
Microsoft Office

Job description

Edward Jones in Tempe, AZ seeks a Tailored Branch Support Service Specialist II to partner with Financial Advisors and Client Support Teams, delivering remote branch functions, client service, and admin support. This hybrid role requires at least 3 years’ admin or CS experience, a bachelor’s or equivalent, and strong MS Office and Salesforce skills.

Four days in-office per week; CST time zone alignment. Join a Fortune 500 firm that values people, inclusion, and community impact, with

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