Support Specialist - Mississauga, ON, Canada - Edward Jones

Description

Canada Service is seeking a Tailored Branch Support Specialist to provide remote BOA support to New and/or Veteran Financial Advisors (FAs).

Associates in this area will remotely support multiple Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries.

In addition they will provide direction to the FA by assisting with prospect routing, documenting information, preparing appointments, processing account openings and transfers, and creating portfolios.

Following successful completion of initial training, associate will require understanding of product and service offered by the firm, including all processing steps and procedures as well as firm and regulatory requirements, in order to provide reliable and accurate service to FA and client inquiries.

Providing solutions in response to incoming/outgoing telephone calls and written correspondence from FAs, and/or BOAs, in both an independent and team structure considering different variables such as legal/regulatory guidelines and risk to the firm; Provide an ideal client experience through excellent service and personalized relationships.

Organize and protect FA time by maintaining meeting schedules and/or screening phone calls; Review/Help FA set up time blocking to allocate time for specific business building activities
Provide consistent, skilled BOA support to new FAs to accelerate their business building using available systems
Contributing to the overall success of the department by acting as a resource for others and supporting new initiatives, projects, or process changes
Mandarin or French preferred
~1-2 years of customer service or administrative experience working in the financial services industry; Bachelor's degree or equivalent work experience is preferred
~ Previous understanding of the financial advisor role or ability to quickly learn and apply technical information regarding financial advisor role, Edward Jones systems, and financial services industry is critical
~ Strong computer skills are required, including effective use of Microsoft Office applications

Join a financial services firm where your contributions are valued.

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

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^1Fortune 500, published June 2023, data as of December 2022.