Tailored Branch Support, Service Specialist II (Las Cruces, NM) at Edward D. Jones in Las Cruces, New Mexico

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.

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 Las Cruces, NM

• 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.