Tailored Branch Support Service Specialist

Edward Jones seeks a Tailored Branch Support Service Specialist II to provide dedicated operational and service support to branch teams and their clients. In this role, you will handle complex account service requests, assist with onboarding and maintenance, and ensure transactions are processed accurately and in compliance with firm and regulatory standards. You will coordinate with financial advisors, home office departments, and vendors to resolve issues, research inquiries, and deliver timely, client-focused solutions that uphold our relationship-driven, integrity-based culture and support long-term client goals.

Responsibilities

• Provide tailored operational and service support to Edward Jones branch teams and their clients.
• Process complex account service requests accurately and within established deadlines.
• Assist with client onboarding, account maintenance, and documentation review.
• Ensure all activities comply with firm policies and regulatory requirements.
• Research and resolve account and transaction issues in a timely, client-focused manner.
• Collaborate with financial advisors, home office partners, and vendors to coordinate solutions.
• Use firm systems and tools to track requests, document actions, and maintain data accuracy.
• Identify process improvements to enhance service quality and operational efficiency.
• Communicate clearly with internal partners regarding status, requirements, and next steps.
• Support a culture of integrity, inclusion, and relationship-focused client service.

Required Skills

• Client service
• Financial services operations
• Account opening and maintenance
• Compliance and regulatory awareness
• Transaction processing
• CRM and account platforms
• Documentation and records management
• Data entry and accuracy
• Issue resolution and research
• Written and verbal communication