Edward Jones
Tailored Branch Support, MTC, Service Specialist II (CST)
This job is now closed
Job Description
- Req#: 91753BR
- Partner with multiple Financial Advisors (FAs) virtually to plan and execute the daily functions needed for the branch
- Deliver excellent client service by anticipating client needs and improving the client experience
- Provide a high level of support to multiple FAs and serve as a resource to share ideas, problem solve, and take action
- Create and update standard operating procedures for the branch
- Advanced administrative support: IE: Identify opportunities, answer incoming calls and emails, schedule/follow up on appointments, paperwork, and scanning
- Assist multiple FAs in the planning of events and seminars
Join the Service Division at Edward Jones to join over 500 other associates who have a passion for serving our branch teams and clients' needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring. The Service Division's mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience.
The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives.About the company
Edward D. Jones & Co.,
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