Tailored Branch Support, MTC, Service Specialist II (MST/PST)

Edward Jones

3.8

(16)

Tempe, AZ

Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

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    Position summary

    ive 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: $40895
    Hiring Maximum: $63295

    Skills/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

    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

    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 8 million clients and 19,000 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 2023, data as of December 2022. 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.

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    Why you should apply for a job to Edward Jones:

  • 63% say women are treated fairly and equally to men
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.