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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
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
At Company, 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.
Awards and Accolades
Our commitment to providing a workplace that both challenges us and rewards our associates has contributed to our inclusion in FORTUNE magazine’s list of the “100 Best Companies to Work For 2015” in America. The firm ranked No. 6 overall in its 16th appearance on the prestigious list.
Company does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.
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