You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job OverviewPosition Schedule: Full-Time
Join the Branch Development Strategy & Operations Division at Edward Jones to join over 500 other associates who have a passion for serving our branch teams and clients' needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring. The Service Division's mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience.
The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives.
- Partner with multiple Financial Advisors (FAs) virtually to plan and execute the daily functions needed for the branch
- Deliver excellent client service by anticipating client needs and improving the client experience
- Provide a high level of support to multiple FAs and serve as a resource to share ideas, problem solve, and take action
- Create and update standard operating procedures for the branch
- Advanced administrative support: IE: Identify opportunities, answer incoming calls and emails, schedule/follow up on appointments, paperwork, and scanning
- Assist multiple FAs in the planning of events and seminars
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.
Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Hiring Minimum: $40895
Hiring Maximum: $63295
Read More About Job OverviewSkills/Requirements- Bachelor's degree preferred or equivalent experience
- Excellent client service skills
- Minimum of 3 years of administrative support or customer service experience
- Strong problem solving and analytical skills
- Excellent verbal and written communication skills
- Organizational and time management skills with ability to multi-task
- Strong computer skills including effective use of Microsoft Office applications
- Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and complex information.
Read More About Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades:
Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
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