Tailored Branch Support Specialist II (CST)

This job posting is anticipated to remain open for 30 days, from 05-May-2026. The posting may close early due to the volume of applicants. Responsibilities Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing BOA 5 Core Elements to support 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. 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: 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. 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. Qualifications Minimum of 3 years of administrative support or customer service experience. Bachelor's degree 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 be located in the CST time zone. Location & Schedule Must be located in the CST 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 effective June1,2026. Before June1,2026, 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 three days per week, with preference for Tuesday through Thursday. 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. #J-18808-Ljbffr