Remote-Ready Branch Support Specialist II

Edward Jones; Tempe (AZ); Hybrid; USD 55,000 - 72,000; Full time

Job summary

Edward Jones in Tempe, AZ is hiring a Tailored Branch Support (TBS) Service Specialist II to partner with Financial Advisors and Client Support Teams to manage daily branch functions and drive client satisfaction.

You will deliver high-level administrative support, create SOPs, handle inquiries, schedule appointments, and assist with events. This role requires 3+ years in admin or customer service and a bachelor's degree or equivalent.

Qualifications

• Minimum of 3 years 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 skills including Microsoft Office; familiarity with Salesforce preferred.

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.

Skills

Administrative support

Customer service

Microsoft Office

Communication

Time management

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office

Job description

Edward Jones in Tempe, AZ is hiring a Tailored Branch Support (TBS) Service Specialist II to partner with Financial Advisors and Client Support Teams to manage daily branch functions and drive client satisfaction.

You will deliver high-level administrative support, create SOPs, handle inquiries, schedule appointments, and assist with events. This role requires 3+ years in admin or customer service and a bachelor's degree or equivalent.