Tailored Branch Specialist II

Edward Jones Saint Louis , MO 63150

Posted 6 days ago

Opportunity Overview

Tailored BOA Support Specialist Tailored Branch Support On Call

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

Position Requirements

Applicants must be able to work in the St. Louis Home Office, this position is currently unable to support a home based structure at this time.

Qualifications:

  • 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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VIEW JOBS 3/14/2019 12:00:00 AM 2019-06-12T00:00 Opportunity Overview 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 Position Requirements Applicants must be able to work in the St. Louis Home Office, this position is currently unable to support a home based structure at this time. Requirements: * 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 Edward Jones Saint Louis MO

Tailored Branch Specialist II

Edward Jones