Tailored Branch Support Specialist II

3 weeks ago

Mississauga, Canada Edward Jones Full time
Canada Service is seeking a Tailored Branch Support Specialist to provide remote BOA support to New and/or Veteran Financial Advisors (FAs). Associates in this area will remotely support multiple Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries. In addition they will provide direction to the FA by assisting with prospect routing, documenting information, preparing appointments, processing account openings and transfers, and creating portfolios.

Following successful completion of initial training, associate will require understanding of product and service offered by the firm, including all processing steps and procedures as well as firm and regulatory requirements, in order to provide reliable and accurate service to FA and client inquiries. In addition, the associate is responsible for continually learning on the job through interaction with leader, team members, and other departments, and available Continuing Education sessions.
  • Providing solutions in response to incoming/outgoing telephone calls and written correspondence from FAs, and/or BOAs, 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 BOA support to new 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
  • Mandarin or French preferred
  • 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
  • Bachelor's degree or equivalent work experience is preferred
  • 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
Candidates applying to Canadian jobs must reside in Canada

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

^1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. #J-18808-Ljbffr

  • Senior Quality Assurance Specialist

    3 weeks ago

    Mississauga, Ontario, Canada Kuehne Nagel Full time

    Are you thinking about advancing your career with one of the most successful logistics organizations worldwide? Here at Kuehne+Nagel, our Mississauga distribution site is looking for a new Senior Quality Assurance Specialist to join our Contract Logistics team. Your Role As the Senior Quality Assurance Specialist, you will assume responsibility for the...

  • Decision Support Technical Specialist

    3 weeks ago

    Mississauga, Canada Home and Community Care Support Services Full time

    **Job Description**: **Are you** **Decision Support Technical Specialist** **professional with a strong background in** **contributing to a culture of quality improvement, performance effectiveness and accountability by providing analysis, interpretation and reporting** **.** **Do you have a passion for innovation and collaboration? Are you looking to help...

  • Customer Service Specialist

    6 days ago

    Mississauga, Canada ES OpCo Canada II Ltd. Full time

    We are looking for a Customer Service Specialist who is responsible for delivering a positive customer experience and helping us our business grow in Canada. A Veseris Customer Service Specialist is: - Able and eager to contribute to Veseris’ strategies and tactics. - Able to work independently and as part of a team. - Able to work in a fast-paced...

  • IT Infrastructure Support Specialist

    4 weeks ago

    Mississauga, Canada AstraZeneca Full time

    At AstraZeneca, we pride ourselves on crafting a collaborative culture that champions knowledge-sharing, ambitious thinking and innovation - ultimately providing employees with the opportunity to work across teams, functions and even the globe. Recognizing the importance of individualized flexibility, our ways of working allow employees to balance personal...

  • Production Support(Rpg Ii, As400)

    1 week ago

    Mississauga, Canada spruceinfotech Full time

    Company Description Spruce InfoTech is a leading information technology firm that provides varied services to help clients change manage and transform their businesses by means of high quality, innovative and cost effective solutions. We provide services to different companies from small scale level to even fortune 500 organizations and guide them in the...

  • Customer Support Specialist

    2 weeks ago

    Mississauga, Canada Total PowerGen Solutions Full time

    **Customer Support Specialist** **Summary** The Customer Support Specialist is a professional who excels in the coordination of activities to deliver excellent customer service. These activities include scheduling, excellent communication (with customers, technicians, and other internal staff), a sense of urgency, a high degree of organization to...

  • Tech Field Support Specialist

    3 weeks ago

    Mississauga, ON, Canada AtkinsRéalis Full time

    Samrt Plant Support Specialist AtkinsRéalis is one of Canada's largest private sector nuclear engineering groups. We have been providing a wide range of services to the nuclear industry in Canada and around the world since for more than 60 years. We are proud to be the steward of Canadian CANDU nuclear technology. The Smart Plant Support Specialist...

  • Intake Specialist

    5 days ago

    Mississauga, Canada Bayshore HealthCare Full time

    To provide administrative support for the Pharmaceutical Services Department and the Branches for all Bayshore contracted pharmaceutical products and services.**DUTIES AND RESPONSIBILITIES** - To accept all incoming referrals for pharmaceutical programs and check them for completeness and accuracy of information - To enter information from the referral into...

  • Sales Support Associate National Cable Specialists

    4 weeks ago

    Mississauga, Canada Electrical & Automation Industry Careers Full time

    **Sales Support Associate** **National Cable Specialists, Mississauga** **Reporting To** Sales Manager, National Cable Specialists in Ontario **Key Accountabilities** (60%) Support the sales team by performing back-end tasks. The objective is to allow salespeople to focus on sales more efficiently and productively, targeting an increase in sales Return...

  • Computer Aided Support Specialist

    4 weeks ago

    Mississauga, Canada AtkinsRéalis Full time

    Samrt Plant Support SpecialistAtkinsRéalis is one of Canada's largest private sector nuclear engineering groups. We have been providing a wide range of services to the nuclear industry in Canada and around the world since for more than 60 years. We are proud to be the steward of Canadian CANDU nuclear technology.The Smart Plant Support Specialist supports...

  • Computer Aided Support Specialist

    3 weeks ago

    Mississauga, Canada AtkinsRéalis Full time

    Samrt Plant Support SpecialistAtkinsRéalis is one of Canada's largest private sector nuclear engineering groups. We have been providing a wide range of services to the nuclear industry in Canada and around the world since for more than 60 years. We are proud to be the steward of Canadian CANDU nuclear technology.The Smart Plant Support Specialist supports...

  • Computer Aided Support Specialist

    3 weeks ago

    Mississauga, Canada AtkinsRéalis Full time

    Samrt Plant Support SpecialistAtkinsRéalis is one of Canada's largest private sector nuclear engineering groups. We have been providing a wide range of services to the nuclear industry in Canada and around the world since for more than 60 years. We are proud to be the steward of Canadian CANDU nuclear technology.The Smart Plant Support Specialist supports...

  • People Support Specialist

    4 weeks ago

    Mississauga, Canada TIP Trailer Services Management B.V Full time

    **People Support Specialist (Mississauga, ON)** - **Location**: 1880 Britannia Road East - **Reports** **to**: People Support Manager - **Job** **Status**: Full time - **Shifts** **Available**: Monday - Friday (In -Office) Take your career to new heights and join **TIP Group**, a top equipment service provider in Canada and Europe! Our trailer leasing,...

  • IT Support Specialist

    5 days ago

    Mississauga, Canada S76 Full time

    Reporting to the Manager, the IT Support Specialist provides technical support and service to our valued customers, which includes but not limited to troubleshooting and resolving issues, routine equipment and software maintenance and installation. **KEY ACCOUNTABILITIES**: The following outlines the primary duties and responsibilities for the IT Support...

  • Smart Plant Support Specialist

    3 weeks ago

    Mississauga, Canada SNC-Lavalin Full time

    Job Description Samrt Plant Support Specialist AtkinsRéalis is one of Canada's largest private sector nuclear engineering groups. We have been providing a wide range of services to the nuclear industry in Canada and around the world since for more than 60 years. We are proud to be the steward of Canadian CANDU nuclear technology. The Smart Plant...

  • Branch Manager I

    4 weeks ago

    Mississauga, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...

  • People Support Specialist

    4 weeks ago

    Mississauga, Canada TIP Full time

    Location: 1880 Britannia Road East, Mississauga ON L5B 0G3Reportsto: People Support ManagerJobStatus: Full timeShiftsAvailable: Monday – Friday – In the officeTake your career to new heights and joinTIP Group, a top equipment service provider in Canada and Europe! Our trailer leasing, rental, maintenance, and repair services, keep transportation and...

  • People Support Specialist

    4 weeks ago

    Mississauga, Canada TIP Canada Full time

    **Location**: 1880 Britannia Road East, Mississauga ON L5B 0G3 **Reports** **to**: People Support Manager **Job** **Status**: Full time **Shifts** **Available**: Monday - Friday - In the office Take your career to new heights and join **TIP Group**, a top equipment service provider in Canada and Europe! Our trailer leasing, rental, maintenance, and...

  • Customer Support Specialist

    6 days ago

    Mississauga, Canada Total Power Full time

    **Summary** The Customer Support Specialist is a professional who excels in the coordination of activities to deliver excellent customer service. These activities include scheduling, excellent communication (with customers, technicians, and other internal staff), a sense of urgency, a high degree of organization to administer and maintain control of work in...

  • Financial Services Representative II

    11 hours ago

    Mississauga, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Mississauga, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407208 We’re building a relationship-oriented bank for the modern world. We need...