Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

Canada Service is seeking a Tailored Branch Support Specialist to provide remote BOA support to New and/or Veteran Financial Advisors (FAs). Associates in this area will remotely support multiple Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries. In addition they will provide direction to the FA by assisting with prospect routing, documenting information, preparing appointments, processing account openings and transfers, and creating portfolios.

• Providing solutions in response to incoming/outgoing telephone calls and written correspondence from FAs, and/or BOAs, 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 BOA support to new 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

• Mandarin or French preferred
• 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
• Bachelor's degree or equivalent work experience is preferred
• 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