Edward Jones
Part- Time Tailored Branch Support, On-Call, Service Specialist II-PST
This job is now closed
Job Description
- Req#: 91598BR
- 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
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:About the company
Edward D. Jones & Co.,
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