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Tailored Branch Support, Service Specialist II-New FA at Edward Jones in St. Louis, Missouri

Posted in Admin - Clerical 30+ days ago.

This job brought to you by eQuest

Type: Full-Time

Job Description:

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.

The Tailored Support Service Specialist II works out of our St. Louis headquarters and remotely partners with multiple (3-4) financial advisors at various stages in their career, either before the Financial Advisor meets the BOA hiring criteria or in situations where interim support is required due to turnover or a leave of absence occurring in the branch.  The support is temporary lasting only until a BOA is hired or until the BOA returns from the leave of absence.  Regardless of the financial advisor, the SSII generally supports the branch business plan objectives, identifies opportunities to connect the financial advisor with their ideal client and provides excellent client service.

  1. Increase branch efficiency through a disciplined team approach to planning and execution.  (10%-30% depending in FA level)

    • Reinforce role clarity between FA and BOA

    • Assist the FA in navigating through processes and policies

    • Create and update standard operating procedures for the branch

    • Support FA by encouraging, sharing ideas, taking action

    • Maintain branch-office record keeping through scanning

    • Order supplies and marketing literature

    • Process branch expenses

    • Lead FA through the branch team onboarding process

  1. Identify and remotely execute BOA strategies to support the FA sourcing strategy.  (3%- 5% depending on FA level)

    • Assist in the planning of the FA open house and seminars by mailing invitations and following up via phone

  1. Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones and address the needs proactively to improve the client experience. (50%- 60% depending on FA level)

    • System ToDos

    • Follow up on appointments/paperwork

    • Follow up/research on processes BOA is not familiar with

    • Managing service requests

    • Communications- phone, faxes and emails

    • Scheduling appointments

    • Recognize client milestones through personal calls or mailing cards

    • Working with clients on esignature and account access set up 

4. Identify potential opportunities to deepen and broaden client releationships with new and existing clients and prepare FA to discuss those potential opportunities with clients.  (3%-5% depending on FA level)


  • Through phone conversations listen for client life events and communicate to the FA

  •  Support Digital client experience

5.  Through the use of technology, remotely support the execution of the appointment process using solutions-based advice tools. (2%- 10% depending on FA level)

6.  Develop as a member of the TBS team focusing on communicating openly and addressing areas of opportunity. (7%-10%)


  • Ongoing development

  • Contribute to meetings:  Team meetings/Department groups

  • Firm required CE

  • Department learning opportunities around core work

  • Preparing for meetings