Job Description
Edward Jones is a financial services firm where contributions are valued and people come first. They are seeking a Tailored Branch Support Specialist to provide remote support to Financial Advisors by handling inquiries, preparing appointments, and processing account transactions. Responsibilities 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 Skills 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 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 Mandarin or French preferred Bachelor's degree or equivalent work experience is preferred Benefits Rewards program that promotes a long-term career, financial security and well-being Benefits Bonuses Profit sharing Company Overview Edward Jones provides personalized investment advisory, brokerage, and management services. It was founded in 1922, and is headquartered in St Louis, Missouri, USA, with a workforce of 10001+ employees. Its website is