What are the responsibilities and job description for the Tailored Branch Support, Add-To-Staff (CST/EST) position at Edward Jones?
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.
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.
Join the Branch Development Strategy and Operations Division at Edward Jones to join over 500 other associates who have a passion for serving our branch teams and clients' needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring. The 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 Add-to-Staff Support Service Specialist II partners with multiple Financial Advisors(FA) and their Client Support Team(CST)/Branch Office Administrator(BOA) by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives and increase overall branch capacity.
The Tailored Branch Add-to-Staff Support Service Specialist II partners with multiple Financial Advisors(FA) and their Client Support Team(CST)/Branch Office Administrator(BOA) by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives and increase overall branch capacity.
- Partner with multiple branch teams (FAs/CSTs/BOAs) virtually to plan and execute branch functions needed and add value through project work, client outreach, account maintenance and research, etc.
- Deliver excellent remote service by anticipating branch and client needs and delivering the right outcome through branch partnership and effective communication
- Provide a high level of support to multiple branch teams (FAs/CSTs/BOAs) and serve as a resource to share ideas, problem solve, and take action
- Advanced administrative support- i.e.: Identify and share opportunities, schedule/follow up on appointments, account maintenance, document management, etc.
- Leverage high level of administrative experience as branch partner to increase capacity through remote support
- 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.
- MUST be located in either CST or EST time zone.
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
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.
