Team Leader, Estates (remote work eligible) at Edward D. Jones in St. Louis, Missouri

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 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 clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Department: Estates & Security Processing Service. ESP is responsible for supporting our branch teams on several topics, including helping ensure our clients' assets are appropriately transferred to their loved ones when they pass away. This challenging situation is an important one that requires strong subject matter expertise in order to provide timely, accurate and complete information during a sensitive time for our clients and branches.  The Team Leader will provide appropriate resources, support and direction to help associates meet the needs of the team and firm. Providing feedback and coaching to help increase the capabilities of associates to enhance current and future contributions.

***Current Series 7 license is required***

Bachelor's degree or equivalent experience required.

Experience:

3+ years' management experience in financial services industry or 2+ years financial services experience along with 3+ years of non-industry specific leadership experience or successful completion of Leadership Development course required.  5+ years of relevant experience preferred.  A diverse background across numerous areas of the division, firm, and/or industry is a plus. Experience in more than one Service area preferred, or equivalent breadth and depth of Service knowledge, with demonstrated proficiency of increasingly complex responsibilities.

 

Skills/Abilities

•Coach and develop associates

•Industry knowledge on specific products, services, processes, rules, regulations and/or automation.

•Strong analytical skills and ability to understand process and procedures.

•Ability to adapt to and drive/support change

•Ability to understand impact of department's work on service to the client, other processes and ensure impact is considered in decisions.

•Good understanding of major functions in the Service Division and in divisions supported.  Strong customer service(including Service Recovery skills), organizational and time management skills are a must.

•Must develop strong knowledge of the current team to lead the associates