1+ months

Tailored Branch Support, Service Specialist II (Kennewick, WA)

Edward D. Jones & Co., L.P (HO)
Kennewick, WA 99336
Apply Now
Apply on the Company Site
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Join the Service 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 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) 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

Qualifications: **Note: this position will sit in Kennewick, WA
* Minimum of 3 years of administrative support or customer service experience
* Bachelor's degree 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.
If applying for a Home-Based Associate position, you must meet the minimum internet connectivity requirements. A satellite connection for your high-speed internet doesnt work with our current home-based setup; you need to be on a DSL or a cable high-speed internet connection. The software in the department requires a minimum of 6 Mbps down speed, 2 Mbps up speed, and less than 60 Ping Speed to perform daily functions.

* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

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.
Posted: 2021-05-12 Expires: 2021-09-02
Sponsored by:
ADP Logo

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Tailored Branch Support, Service Specialist II (Kennewick, WA)

Edward D. Jones & Co., L.P (HO)
Kennewick, WA 99336

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast