Tailored Branch Support, On-Call, Service Specialist Ii-Cst

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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.

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1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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

Qualifications:

• Minimum of 1-2 years of customer service experience or comparable experience working in the financial services industry or Edward Jones is preferred

• If the candidate is applying for a Home-Based Associate position, the candidate must meet the minimum internet connectivity requirements. A satellite connection for your high-speed internet doesn't work with our current home-based setup; you need to be on a DSL or a cable high-speed internet connection. The software in the department requires a minimum of 30 Mbps down speed, 5 Mbps up speed, and less than 60 Ping Speed to perform daily functions.

• The associate will be assigned an 8:00am

• 5:00pm workday. A Part Time Associate will be asked to work every Friday, and two additional days throughout the week.

• 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 proficiency with Microsoft Windows 10 functions, working on multiple monitors with remote desktop connections, basic troubleshooting concepts (i.e. clearing browser cache, restart vs close vs log out, remote connections), effective use of Microsoft Office applications, and working in multiple browsers simultaneously: Microsoft Edge and Google Chrome.

• Proficiency of applicable Edward Jones systems and software with ability to learn and apply technical information relevant to the job

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

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.

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: