Tailored Branch Support Specialist II (PST)

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

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.

Purpose, Inclusion and Citizenship Report

Edward Jones’ Market & Practice Solutions division is comprised of over 500 associates dedicated to supporting branch teams and enhancing the client experience. This team plays a vital role in delivering tailored solutions, providing timely guidance, and enabling branch teams to operate efficiently and effectively.

As a Tailored Branch Support (TBS) Service Specialist II, you will partner with multiple Financial Advisors (FAs) and Client Support Teams (CSTs) to execute critical branch functions and business priorities. By performing the BOA 5 Core Elements, you will help increase branch capacity, strengthen client relationships, and ensure a seamless and high‑quality client experience through virtual collaboration and support.

What You’ll Do:

• 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
• 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.

What Experience You Need:

• 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

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.