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Edward Jones

Tailored Branch Suppot Specialist II, Service

Edward Jones - Tempe, AZ

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000 branch offices where our more than 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 clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

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 Home 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

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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 Home 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

More Info

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21 days 5 hours ago

Edward Jones

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Please review all application instructions before applying.

Location: Tempe, AZ

Company Profile:
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.