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Service Specialist II, Service at Edward Jones

Posted in Finance 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Tempe, Arizona

Job Description:

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:



  • 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