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Tailored Branch Support Service Specialist II (CST/EST)
Tailored Branch Support Service Specialist II (CST/EST)Edward Jones • Saint Louis, MO, United States
Tailored Branch Support Service Specialist II (CST / EST)

Tailored Branch Support Service Specialist II (CST / EST)

Edward Jones • Saint Louis, MO, United States
30+ days ago
Job type
  • Full-time
Job description

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 Overview

Position Schedule : Full-Time

This job posting is anticipated to remain open for 30 days, from 03-Nov-2025. The posting may close early due to the volume of applicants.

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
  • 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 .

    Hiring Minimum : $42100

    Hiring Maximum : $65100

    Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

    Read More About Job Overview

    Skills / Requirements

  • 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 CST or EST time zone.
  • Candidates that live within a commutable distance from our St Louis, MO home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.

    Read More About Skills / Requirements

    Awards & Accolades

    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

    Read More About Awards & Accolades

    About Us

    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.

    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

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    Service Specialist Ii • Saint Louis, MO, United States

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