Tailored Branch Support Specialist II

Edward Jones is a financial services firm where contributions are valued and people come first. They are seeking a Tailored Branch Support Specialist to provide remote support to Financial Advisors by handling inquiries, preparing appointments, and processing account transactions.

Responsibilities

• Providing solutions in response to incoming/outgoing telephone calls and written correspondence from branch teams, in both an independent and team structure considering different variables such as legal/regulatory guidelines and risk to the firm; Associate will not provide solutions, guidance and recommendations on the suitability of investments as it pertains to clients
• Provide an ideal client experience through excellent service and personalized relationships. Associate will not provide solutions, guidance, and recommendations on the suitability of investments as it pertains to clients
• Organize and protect FA time by maintaining meeting schedules and/or screening phone calls; Review/Help FA set up time blocking to allocate time for specific business building activities
• Provide consistent, skilled tailored branch support to FAs to accelerate their business building using available systems
• Partner with FA in preparing for client appointments, setting up SOPs in the branch and sharing proven best practices
• Contributing to the overall success of the department by acting as a resource for others and supporting new initiatives, projects, or process changes
• Identifying opportunities for improvements or enhancements within the team
• Maintaining an active development plan

Skills

• 1-2 years of customer service or administrative experience working in the financial services industry; Prior/Current BOA experience at Edward Jones is preferred, but not required
• Previous understanding of the financial advisor role or ability to quickly learn and apply technical information regarding financial advisor role, Edward Jones systems, and financial services industry is critical
• Excellent verbal and written communication skills; Ability to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence; Ability to respond to written correspondence in a clear, succinct manner using correct grammar, spelling and format
• Organizational and time management skills are essential with ability to multi-task, prioritize tasks using seasoned judgment, and follow up appropriately to resolve client/prospect issues quickly and effectively
• Capable of working in a fast paced, team oriented environment, quickly learning and applying new information
• Strong computer skills are required, including effective use of Microsoft Office applications
• Mandarin or French preferred
• Bachelor's degree or equivalent work experience is preferred

Benefits

• Rewards program that promotes a long-term career, financial security and well-being
• Benefits
• Bonuses
• Profit sharing

Company Overview