Tailored Branch Support Service Specialist II

Job overview

The Tailored Branch Support Service Specialist II is an onsite role based in Tempe, AZ. Compensation is not specified in the listing, and this role supports the Market & Practice Solutions division at Edward Jones. This role exists to provide virtual administrative and operational support to multiple Financial Advisors and Client Support Teams. The specialist will execute critical branch functions, manage client outreach, and assist with financial planning to enhance branch capacity and client experience.

What you'll do

• Partner with FAs and CSTs
• execute daily branch functions
• perform client outreach
• manage account maintenance
• provide administrative support
• assist with event planning
• update standard operating procedures.

What we're looking for

Skills & competencies

full-time

day shift

tempe az

edward jones

administrative

customer service

financial services

virtual support

salesforce

multi-tasking

professional

no on-call

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, AD&D, 401(k), paid holidays, vacation, sick time, personal days, volunteerism day, Employee Assistance Program.

Why this role

Opportunity to work in a Fortune 500 firm that prioritizes people and client-focused service.

About the employer

Edward Jones is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.