Tailored Branch Support Specialist II
Edward Jones · Canada
- Hybrid
- Full-time
- CA$74,700 / year
- Canada
Job highlights
- Provide remote branch support to Financial Advisors.
- Handle client, vendor, and FA inquiries daily.
- Process account openings, transfers, and trades.
- Partner with FAs for client appointments and best practices.
- Contribute to department success and process improvements.
About the role
Branch Support Specialist
Canada Service is seeking a Tailored Branch Support (TBS) Specialist to provide remote branch support to Financial Advisors (FAs) all over Canada. 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 assist with documenting information, preparing appointments, processing account openings and transfers, and processing trades, among other responsibilities.
Responsibilities
Following successful completion of initial training, you will require an understanding of products and services offered by the firm, including all processing steps and procedures as well as firm and regulatory requirements, in order to provide reliable and accurate service to branch teams and clients. In addition, you are responsible for continually learning on the job through interaction with leaders, team members, and other departments, and available to attend Continuing Education sessions and partake in Home Office duties. Responsibilities include:
- Providing solutions in response to incoming/outgoing telephone calls and written correspondence from branch teams, in both an independent and team structure considering different variables such as legal/regulatory guidelines and risk to the firm; You 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. You 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 tailored branch support to 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.
- Contribute to the overall success of the department by acting as a resource for others and supporting new initiatives, projects, or process changes.
- Identify opportunities for improvements or enhancements within the team.
- Maintain an active development plan.
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.
Hiring Minimum: $48,300
Hiring Maximum: $74,700
Skills/Requirements
- 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
- Candidates applying to Canadian jobs must reside in Canada
Awards & Accolades
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
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
Key skills/competency
- Branch Support Specialist
- Customer Service
- Financial Services
- Administrative Experience
- Edward Jones Systems
- Client Relations
- Time Management
- Communication Skills
- Microsoft Office
- Problem-Solving
Skills & topics
- Branch Support Specialist
- Customer Service
- Financial Services
- Remote
- Edward Jones
- Administrative Support
- Client Inquiries
- Account Processing
- Canadian Market
- Financial Advisor Support
How to get hired
- Tailor your resume: Highlight 1-2 years of financial services customer service or administrative experience.
- Showcase relevant skills: Emphasize strong communication, organization, time management, and computer proficiency.
- Demonstrate industry understanding: Mention any experience with the financial advisor role or Edward Jones systems.
- Highlight language skills: Note Mandarin or French proficiency if applicable, as it's preferred.
- Apply and prepare: Research Edward Jones' values and be ready to discuss how you'll provide excellent client experiences.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the work arrangement for the Branch Support Specialist role at Edward Jones?
- The Branch Support Specialist role at Edward Jones is a remote position, allowing you to provide support to Financial Advisors across Canada from your home office.
- What are the key responsibilities of a Branch Support Specialist at Edward Jones?
- Key responsibilities include handling client and FA inquiries via phone and email, processing account openings and transfers, preparing for client appointments, and supporting FAs in optimizing their time and business-building activities.
- What qualifications are preferred for the Branch Support Specialist position?
- Preferred qualifications include 1-2 years of customer service or administrative experience in financial services, prior experience with Edward Jones systems (BOA), Mandarin or French language skills, and a Bachelor's degree or equivalent work experience.
- Does Edward Jones offer opportunities for career growth and development in this role?
- Yes, Edward Jones emphasizes continuous learning through on-the-job interaction, Continuing Education sessions, and maintaining an active development plan. They also offer a rewards program promoting long-term careers and well-being.
- What is the salary range for the Branch Support Specialist position at Edward Jones?
- The salary range for this role is between $48,300 and $74,700 annually, with the final compensation determined by skills, experience, education, and other relevant factors.
- Is there a specific geographic requirement for this remote Branch Support Specialist role?
- Yes, candidates applying for this Canadian job must reside in Canada to be considered for the remote Branch Support Specialist position.
- What kind of training is provided for new Branch Support Specialists at Edward Jones?
- Upon successful completion of initial training, you will gain a thorough understanding of the firm's products, services, processing procedures, and regulatory requirements necessary for the role.
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