Tailored Branch Support Specialist II

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 (TBS) Specialist to provide remote branch support to Financial Advisors (FAs) all over Canada. 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 assist with documenting information, preparing appointments, processing account openings and transfers, and processing trades, among other responsibilities.

Responsibilities
Following successful completion of initial training, associate will require understanding of products and services 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 branch teams and clients. In addition, the associate is responsible for continually learning on the job through interaction with leader, team members, and other departments, and available to attend Continuing Education sessions and partake in Home Office duties. Responsibilities include:

• 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.

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. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

Hiring Minimum:
$47100

Hiring Maximum:
$72800

Skills/Requirements
Read More About Job Overview

Must be able to work hours supporting the West Coast (8am - 5pm PST or MST)

• 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
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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

Read More About Awards & Accolades

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 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.