Tailored Branch Support Specialist Ii

4 months ago

Mississauga, Canada Edward Jones Full time

**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.**

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

**Job Overview**

Position Schedule: 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

**Skills/Requirements**
- 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
- 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

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

**About Us**

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.

  • Tailored Branch Support Specialist II

    3 weeks ago

    Mississauga, Ontario, Canada Edward Jones Full time

    About Edward JonesEdward Jones is a leading financial services firm that values its associates and their contributions. We are a Fortune 500 company with a strong commitment to our clients and communities.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an...

  • Tailored Branch Support Specialist II

    3 weeks ago

    Mississauga, Ontario, Canada Edward Jones Full time

    About Edward JonesEdward Jones is a leading financial services firm that values its associates and their contributions. We are a Fortune 500 company with a strong commitment to our clients and communities.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an...

  • Tailored Branch Support Specialist II

    4 weeks ago

    Mississauga, Canada Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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:...

  • Tailored Branch Support Specialist II

    4 weeks ago

    Mississauga, Canada Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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:...

  • Branch Support Specialist II

    1 month ago

    Mississauga, Ontario, Canada Edward Jones Full time

    Join a Leading Financial Services FirmBecome a part of a respected financial services organization where your contributions are appreciated. Edward Jones is a Fortune 500 company that prioritizes people. With over 8 million clients and 19,000 financial advisors across North America, we take pride in being privately-owned, focusing on our clients rather than...

  • Tailored Branch Support Specialist Ii

    6 months ago

    Mississauga, Canada Edward Jones Full time

    **Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone...

  • IT Specialist Ii

    4 months ago

    Mississauga, Canada OTG Management Full time

    **YOUR NEXT OPPORTUNITY IS NOW BOARDING**: Join OTG as an IT Specialist II now and drive a new type of hospitality. Explore career opportunities in a unique hospitality environment with some of the industry's best compensation and benefits, including PTO, Healthcare, and a competitive 401k match. WHAT IS OTG? OTG has revolutionized the hospitality industry...

  • Professional Tailoring Specialist

    1 month ago

    Mississauga, Ontario, Canada Blue Hill Trading Inc Full time

    Job Title: Professional Tailoring SpecialistEducation: No degree, certificate or diploma requiredExperience: 3-5 years of relevant experience in the fieldJob OverviewAs a Professional Tailoring Specialist at Blue Hill Trading Inc, you will be responsible for crafting bespoke garments tailored to meet the unique needs of our clients. Your expertise will...

  • Quality Assurance Specialist Ii

    4 months ago

    Mississauga, Canada Kuehne+Nagel Full time

    Would you like to launch your career with one of the most successful logistics organizations worldwide? Here at Kuehne+Nagel, our Mississauga distribution center is looking for a new Quality Assurance Specialist II to join our Contract Logistics team. ** Your Role**: The Quality Assurance Specialist II will assume responsibility for the ongoing support and...

  • Talent Acquisition Specialist

    1 month ago

    Mississauga, Ontario, Canada Tailored Management Full time

    Job Title: Talent Acquisition Specialist - Life SciencesLocation: HybridSalary: $70,000-$80,000 CAD plus bonusAbout Us:Tailored Management is actively seeking a dedicated Talent Acquisition Specialist to enhance our RPO services within the life sciences, pharmaceutical, and biotech sectors.Job Overview:In this role, you will focus on identifying, attracting,...

  • Change Management Specialist

    4 days ago

    Mississauga, Ontario, Canada Tailored Management Full time

    Organizational Change Management LeadAt Tailored Management, we're seeking a seasoned Organizational Change Management Lead to drive our OneCMS platform's strategic growth. As a key member of our global IT Solution team, you'll play a vital role in enabling Diagnostics Instrument Development and Distribution worldwide.Key Responsibilities:Develop and execute...

  • Change Management Specialist

    3 days ago

    Mississauga, Ontario, Canada Tailored Management Full time

    Organizational Change Management LeadAt Tailored Management, we're seeking a seasoned Organizational Change Management Lead to drive our OneCMS platform's strategic growth. As a key member of our global IT Solution team, you'll play a vital role in enabling Diagnostics Instrument Development and Distribution worldwide.Key Responsibilities:Develop and execute...

  • Organizational Transformation Specialist

    4 days ago

    Mississauga, Ontario, Canada Tailored Management Full time

    About Tailored ManagementTailored Management is a leading provider of strategic solutions for Client Technical Operations. We are committed to fostering a strong culture and delivering innovative solutions that drive business growth.Job DescriptionAs the Organizational Change Management Lead, you will play a vital role in driving the OCM strategy across the...

  • Organizational Transformation Specialist

    3 days ago

    Mississauga, Ontario, Canada Tailored Management Full time

    About Tailored ManagementTailored Management is a leading provider of strategic solutions for Client Technical Operations. We are committed to fostering a strong culture and delivering innovative solutions that drive business growth.Job DescriptionAs the Organizational Change Management Lead, you will play a vital role in driving the OCM strategy across the...

  • Quality Assurance Specialist Ii

    4 months ago

    Mississauga, Canada Kuehne+Nagel Full time

    Would you like to launch your career with one of the most successful logistics organizations worldwide? Here at Kuehne+Nagel, our Montreal distribution center is looking for a new Quality Assurance Specialist II to join our Contract Logistics team on a 15 month contract. ** Your Role**: The Quality Assurance Specialist II will assume responsibility for the...

  • Customer Experience Associate

    2 weeks ago

    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Experience Associate. As a key member of our Canadian Banking Branch network, you will play a vital role in delivering exceptional service to our customers.This part-time position requires a minimum of 22.5 hours per week, and you will be responsible...

  • Customer Experience Associate

    2 weeks ago

    Mississauga, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Experience Associate. As a key member of our Canadian Banking Branch network, you will play a vital role in delivering exceptional service to our customers.This part-time position requires a minimum of 22.5 hours per week, and you will be responsible...

  • Change Management Specialist

    4 days ago

    Mississauga, Ontario, Canada Tailored Management Full time

    Organizational Change Management LeadAt Tailored Management, we're seeking a seasoned professional to drive our Organizational Change Management (OCM) strategy across the OneCMS platform. As the OCM Lead, you'll be responsible for developing and executing strategies to ensure seamless business process changes, effective stakeholder communication, and...

  • Change Management Specialist

    4 days ago

    Mississauga, Ontario, Canada Tailored Management Full time

    Organizational Change Management LeadAt Tailored Management, we're seeking a seasoned professional to drive our Organizational Change Management (OCM) strategy across the OneCMS platform. As the OCM Lead, you'll be responsible for developing and executing strategies to ensure seamless business process changes, effective stakeholder communication, and...

  • Recruitment Sourcing Specialist II

    3 weeks ago

    Mississauga, Ontario, Canada Allegis Global Solutions Full time

    Job SummaryWe are seeking a highly skilled Recruitment Sourcing Specialist II to join our team at Allegis Global Solutions. As a key member of our recruitment team, you will be responsible for executing sourcing strategies and plans to attract top talent and achieve high-quality, cost-effective, and timely filling of roles.Key ResponsibilitiesDevelop and...