Tailored Branch Support Specialist II (CST)

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.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.

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¹Fortune 500, published June 2024, data as of December 2023. Edward Jones’ Market & Practice Solutions division is comprised of over 500 associates dedicated to supporting branch teams and enhancing the client experience. As a Tailored Branch Support (TBS) Service Specialist II, you will partner with multiple Financial Advisors (FAs) and Client Support Teams (CSTs) to execute critical branch functions and business priorities.

By performing the BOA 5 Core Elements, you will help increase branch capacity, strengthen client relationships, and ensure a seamless and high-quality client experience through virtual collaboration and support. 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
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
Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.

Minimum of 3 years of administrative support or customer service experience
Bachelor's degree preferred or equivalent experience
Strong computer and technical skills including effective use of Microsoft Office applications, and familiarity with Salesforce Desktop preferred. Louis, MO home office locations are expected to work in the office four days per week. At Edward Jones, we are building a place where everyone feels like they belong.

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Insights & Information Blog Postings about Edward Jones 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.