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Branch Support
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
The Service Division is seeking a Tailored BOA Support Specialist to provide remote Branch Office Administrator (BOA) support to existing Financial Advisors (FAs). Associates in this area will remotely support a minimum of 5 branches daily with answering incoming calls, handling client, vendor, and FA inquiries along with scheduling appointments and general administrative support.
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
Position Requirements
Applicants must be able to work in the St. Louis Home Office, this position is currently unable to support a home based structure at this time
• Minimum of 1-2 years of customer service experience or comparable experience working in the financial services industry or Edward Jones is preferred
• Bachelor's degree is preferred or equivalent work experience
• 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 with ability to multi-task and follow up appropriately to take issues to resolution
• 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 and Internet Explorer
• Proficiency of applicable Edward Jones systems and software with ability to learn and apply technical information relevant to the job