You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.Job OverviewPosition Schedule: Full-TimeJoin 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
At 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. Visit our career site 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:Hiring Minimum: $40895Hiring Maximum: $63295Skills/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.
Must reside within the MST/PST time zone
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.
Awards & Accolades
100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
About UsAt Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.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.#LI-HO