Tailored Branch Support Specialist II

4 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

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