Remote
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 17-Sep-2025. The posting may close early due to the volume of applicants.
The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives, increasing overall branch capacity.
- Consistently executing the appointment process
- Deepen and broaden client relationships
- Make it easy to do business through digital client experience
- Continuously improve and execute client and branch processes
- Facilitate branch business planning process
TBS Service Specialists maintain long-term, mid-range, and short-term partnerships to meet specific individual branch needs.
• 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
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.
Hiring Minimum: $42,100 Hiring Maximum: $65,100
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.
Minimum of 3 years of administrative support or customer service experience•preferred or equivalent experience•Superior client service skills, working independently and in a team environment•Strong problem solving and analytical skills•Ability to navigate conflict resolution and change management•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•Critical thinking along with self-sufficient decision making•Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and complex information.•MUST live in either the MST or PST time zone.
Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
