At Edward Jones, we help clients achieve their serious, long-term goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we've located our 12,000 branch offices in the neighborhoods where our nearly 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with them. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. The Service Division is seeking a Tailored BOA Support Specialist to provide remote Branch Office Administrator (BOA) support to existing Financial Advisors (FAs). Associates in this area will remotely support a minimum of 5 branches daily with answering incoming calls, handling client, vendor, and FA inquiries along with scheduling appointments and general administrative support. Key Responsibilities:
Providing solutions in response to incoming telephone calls and written correspondence from FAs, BOAs, and/or clients 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 Completing necessary training and keeping up to date on changes in processes or information necessary to do the job Continuing their learning and development through daily department emails, team meetings, and continuing education sessions Contributing to the overall success of the team by acting as a resource for others and supporting new initiatives, projects, or process changes Identifying opportunities for improvements or enhancements within the team Applicants must be able to work in the Tempe Office, this position is currently unable to support a home based structure at this time
Minimum of 1-2 years of customer service experience or comparable experience working in the financial services industry or Edward Jones is preferred Bachelor's degree is preferred or equivalent work experience 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 with ability to multi-task and follow up appropriately to take issues to resolution 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 and Internet Explorer Proficiency of applicable Edward Jones systems and software with ability to learn and apply technical information relevant to the job
Website : http://www.edwardjones.com
A financial services leader with a presence in the United States and Canada, we're known for our personal approach to business. Everyone here, whether they work in our headquarters or in their own neighborhood office as a Financial Advisor or branch office administrator, is dedicated to one purpose – helping our clients achieve their long-term financial goals. Learn why Edward Jones could be perfect for you.