Tailored Branch Support Service Specialist II; MST​/PST

This job posting is anticipated to remain open for 30 days, from 26-Dec-2025. The posting may close early due to the volume of applicants.

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.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 Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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

• 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 live in either the MST or PST time zone.

Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.

At Edward Jones, we are building a place where everyone feels…