Tailored Branch Support, MTC, Service Specialist II (CST/EST)

Edward Jones

  • Saint Louis, MO Tempe, AZ
  • Permanent
  • Full-time
  • 19 hours ago
RecruiterFardoussa HousseinOpportunity OverviewJoin the Service 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
Position TypeHome OfficePosition ScheduleFull-TimeCompany DescriptionJoin 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 .1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Flexible Work Option(s)Hybrid, Onsite, RemoteAwards and 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:Check out our Canadian awards and accolades:Search Headquarters Positions by Area of InterestClient Services & OperationsPosition Requirements
  • Candidates that reside within a commutable distance of our Tempe, AZ and St. Louis, MO home office locations are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
  • Minimum of 3 years of administrative support or customer service experience
  • Bachelor's degree preferred or equivalent experience
  • Excellent client service skills
  • 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.
Salary InformationAt 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. 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:

Edward Jones