Posted in Finance 25 days ago.
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Location: Tempe, Arizona
At Edward Jones, we help clients achieve their serious, long-term goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we've located our 12,000+ branch offices in the neighborhoods where our nearly 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 them. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.
Description: Tailored BOA Support - New FA is seeking a Service Specialist II to provide remote Branch Office Administrator (BOA) support to New Financial Advisors (FAs). Associates in this area will remotely support multiple individual Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries along with providing direction to the FA assisting with prospect routing, documenting information, preparing appointments, processing account openings and transfers, and creating portfolios Key Responsibilities: