Tailored Branch Support Specialist

4 weeks ago


Tempe, Arizona, United States Edward Jones Full time

Job Overview

At Edward Jones, we're committed to providing exceptional client service and support to our branch teams and clients. As a Tailored Branch Support Specialist, you'll play a critical role in helping us achieve this goal.

Key Responsibilities

  • Partner with multiple Financial Advisors to execute the BOA 5 Core Elements and support the branch business plan objectives.
  • 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.
  • Assist multiple FAs in the planning of events and seminars.

Requirements
  • Bachelor's degree preferred or equivalent experience.
  • Minimum of 3 years of administrative support or customer service experience.
  • 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.

About Us
Edward Jones is a Fortune 500 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. We're committed to providing a positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

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