Tailored Branch Support Specialist II

1 week ago

Mississauga, Ontario, Canada Edward Jones Full time

About Edward Jones

Edward 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 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.

Our Culture

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.

Job Summary

We are seeking a Tailored Branch Support Specialist to provide remote support to our Financial Advisors. The successful candidate 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.

Key Responsibilities

  • Provide 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.
  • Provide an ideal client experience through excellent service and personalized relationships.
  • 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.

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.
  • 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.

Equal Employment Opportunity

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Benefits

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.

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