Tailored Branch Support Service Specialist II​/AK

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.

Position

Schedule:

Full-Time

This job posting is anticipated to remain open for 30 days, from 03-Mar-2026. The posting may close early due to the volume of applicants.

Join Market & Practice Solutions at Edward Jones and over 500 other associates who have a passion for serving our branch teams and client needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring and empathy. Our mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable a stellar client experience.

• 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 to increase capacity through remote support and meet needs of branches in transition

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: $43200

Hiring Maximum: $66800

Qualified applicants with arrest or conviction records will be considered for…