Tailored Branch Support Specialist II (CST)
Edward Jones
Edward Jones’ Market & Practice Solutions division is comprised of over 500 associates dedicated to supporting branch teams and enhancing the client experience. This team plays a vital role in delivering tailored solutions, providing timely guidance, and enabling branch teams to operate efficiently and effectively.As a Tailored Branch Support (TBS) Service Specialist II, you will partner with multiple Financial Advisors (FAs) and Client Support Teams (CSTs) to execute critical branch functions and business priorities. By performing the BOA 5 Core Elements, you will help increase branch capacity, strengthen client relationships, and ensure a seamless and high-quality client experience through virtual collaboration and support.
What You’ll Do:
- 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 to increase capacity through remote support and meet needs of branches in transition
- Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.