This job posting is anticipated to remain open for 30 days, from 17-Sep-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 500\u00b9 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we\u2019re 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.

\u00b9Fortune 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 processDeepen and broaden client relationshipsMake it easy to do business through digital client experienceContinuously improve and execute client and branch processesFacilitate branch business planning processTBS Service Specialists maintain long-term, mid-range, and short-term partnerships to meet specific individual branch needs.

\u2022 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.
\u2022 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
\u2022 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
\u2022 Create and update standard operating procedures for the branch, and contribute business plan objectives and results
\u2022 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.
\u2022 Assist multiple FAs and Client Support Teams with event planning and seminars
\u2022 Leverage high level of administrative experience as branch partner
\u2022Minimum of 3 years of administrative support or customer service experience
\u2022Bachelor's degree preferred or equivalent experience
\u2022Superior client service skills, working independently and in a team environment
\u2022Strong problem solving and analytical skills
\u2022Ability to navigate conflict resolution and change management
\u2022Excellent verbal and written communication skills
\u2022Organizational and time management skills with ability to multi-task
\u2022Strong computer and technical skills including effective use of Microsoft Office applications, and familiarity with Salesforce Desktop preferred.
\u2022Comfortable utilizing multiple systems at the same time, troubleshooting and maintaining stakeholder relationships
\u2022Critical thinking along with self-sufficient decision making
\u2022Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and complex information.
\u2022MUST 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 like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.