Tailored Branch Support Specialist II (CST)

Tailored Branch Support Service Specialist II

Join Market & Practice Solutions at Edward Jones and over 500 other associates who have a passion for serving our branch teams and client needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring and empathy. Our mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable a stellar client experience.

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 to increase capacity through remote support and meet needs of branches in transition

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

**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 June 1, 2026. Before June 1, 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.

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.