Solution Specialist, Tailored Branch Support

Edward Jones; St. Louis (MO); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401k retirement plan

Paid holidays

Vacation time

Volunteer time off

Bonuses & profit sharing

Employee assistance program

Job summary

Edward Jones is seeking a Solution Specialist on the Tailored Branch Support team to serve as a trusted partner for branch teams, helping navigate support programs and deliver timely solutions.

You will be the first contact for Tailored Branch Support inquiries, delivering professional, empathetic service while partnering with business colleagues across the firm. A strong problem‑solving mindset and organizational skills are essential.

Qualifications

• 3+ years of administrative support or related experience.
• Strong client service and communication skills.
• Bachelor's degree preferred or equivalent experience.
• MUST work in CST or EST time zone; can reside in any time zone.

Responsibilities

• Serve as primary contact for branch teams on Tailored Branch Support programs.
• Deliver exceptional service with professionalism and empathy.
• Analyze issues and coordinate with partners for timely resolutions.
• Provide guidance on TBS processes and resources.
• Support requests related to Field On-Call BOA coverage and branch needs.
• Identify trends to improve processes and branch experience.
• Build relationships with branch teams and stakeholders.

Skills

Salesforce proficiency

Microsoft Excel

Customer service

Problem solving

Time management

Communication

Team collaboration

Education

Bachelor's degree preferred

Tools

Salesforce

Excel

CRM systems

Job description

This job posting is anticipated to remain open for 30 days, from 09-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Are you passionate about helping others, solving problems, and making a meaningful impact every day? As a Solution Specialist on the Tailored Branch Support (TBS) Team, you'll serve as a trusted partner to branch teams across the firm, helping them navigate support programs and find solutions that keep their businesses running smoothly.

In this highly visible role, you'll be the first point of contact for branch teams seeking assistance with Tailored Branch Support programs and Field On-Call BOA resources. You'll leverage your problem‑solving skills, service mindset, and operational expertise to deliver timely, accurate, and personalized support while building strong relationships across the organization.

This role offers the opportunity to become a go‑to resource for branch teams while developing deep knowledge of firm operations and support programs. You'll play a critical role in helping branches deliver exceptional service to clients, solve complex challenges, and create positive outcomes every day.

If you thrive in a fast‑paced environment, enjoy tackling complex challenges, and are energized by helping others succeed, this is an opportunity to make a direct impact on the branch and client experience.

What You’ll Do

• Serve as a trusted resource and primary point of contact for branch teams seeking support with Tailored Branch Support programs and services.
• Deliver exceptional service by responding to inquiries with professionalism, empathy, and a solutions‑focused approach.
• Analyze issues, resolve complex questions, and coordinate with business partners to deliver timely resolutions.
• Provide guidance and education on TBS processes, programs, and available resources.
• Support requests related to Field On‑Call BOA coverage and branch support needs.
• Identify trends and opportunities to improve processes, enhance the branch experience, and drive operational excellence.
• Build strong relationships with branch teams and stakeholders while fostering confidence and trust through every interaction.
• 3+ years of administrative support, client service, or related experience.
• Strong problem‑solving skills with the ability to resolve complex issues and provide effective solutions.
• Exceptional client service, communication, and relationship‑building skills.
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast‑paced environment.
• Proficiency with Salesforce, Microsoft Excel, and other business systems and technology tools.
• Ability to quickly learn and apply new processes, systems, and complex information.
• Comfortable working independently while collaborating effectively across teams and with stakeholders at all levels.
• Bachelor's degree preferred or equivalent experience.
• MUST work in either the CST or EST time zone. Can reside in any time zone.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

• Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• Edward Jones offers a 401k retirement plan, and tax‑advantaged accounts: health savings account, and flexible spending account.
• Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
• Associates may be eligible for bonuses and profit sharing.
• All associates are eligible for the firm's Employee Assistance Program.

For more information on the Benefits available to Edward Jones associates, please visit our benefits page.