On-Call Tailored Branch Support Service Splt II, SRV

2 weeks ago

Tempe, United States Edward Jones Full time
You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

Position Schedule: Full-Time

Tailored BOA Support Specialist - Tailored Branch Support - On Call

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

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $40895
Hiring Maximum: $63295

Skills/Requirements

Candidates that live within a commutable distance from St. Louis, MO home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.

Qualifications:
• Minimum of 1-2 years of customer service experience or comparable experience working in the financial services industry or Edward Jones is preferred
• If the candidate is applying for a Home-Based Associate position, the candidate must meet the minimum internet connectivity requirements. A satellite connection for your high-speed internet doesn't work with our current home-based setup; you need to be on a DSL or a cable high-speed internet connection. The software in the department requires a minimum of 30 Mbps down speed, 5 Mbps up speed, and less than 60 Ping Speed to perform daily functions.
• The associate will be assigned an 8:00am - 5:00pm workday. A Part Time Associate will be asked to work every Friday, and two additional days throughout the week.
• 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 proficiency with Microsoft Windows 10 functions, working on multiple monitors with remote desktop connections, basic troubleshooting concepts (i.e. clearing browser cache, restart vs close vs log out, remote connections), effective use of Microsoft Office applications, and working in multiple browsers simultaneously: Microsoft Edge and Google Chrome.
• Proficiency of applicable Edward Jones systems and software with ability to learn and apply technical information relevant to the job.

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: 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.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-HO

  • On-Call Tailored Branch Support Service Splt II, SRV

    2 weeks ago

    Tempe, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • On-Call Tailored Branch Support Service Splt II, SRV

    2 weeks ago

    Tempe, AZ, United States Edward Jones Full time

    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

  • Branch Auditor

    1 month ago

    Tempe, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Mortgage Servicing Support Specialist II

    1 week ago

    Tempe, Arizona, United States BNP Paribas Bank NV Full time

    Mortgage Servicing Customer Care Coordinator IILocation: BNP Paribas Bank NV is committed to fostering a positive impact on the community through its dedication to diversity, entrepreneurship, small business support, sustainable practices, and community engagement. As a part of a global leader in sustainable development, BNP Paribas Bank NV strives to...

  • Wealth Strategist II

    3 weeks ago

    Tempe, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Mortgage Servicing Support Specialist II

    2 weeks ago

    Tempe, Arizona, United States BNP Paribas Bank NV Full time

    Mortgage Servicing Customer Care Coordinator IILocation: BNP Paribas Bank NV is committed to fostering a positive impact through its dedication to diversity, entrepreneurship, small business support, sustainable practices, and community engagement. As a part of a global leader in sustainable finance, BNP Paribas Bank NV aims to enhance customer experiences...

  • Mortgage Servicing Support Specialist II

    1 week ago

    Tempe, Arizona, United States BNP Paribas Bank NV Full time

    Mortgage Servicing Customer Care Coordinator IILocation: BNP Paribas Bank NV is committed to fostering a positive impact on society through investments in diversity, entrepreneurship, small enterprises, sustainable energy, and community engagement. As a global leader in sustainable development, BNP Paribas Bank NV aims to enhance customer experiences while...

  • Wealth Strategist II

    3 weeks ago

    Tempe, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Wealth Strategist II

    3 weeks ago

    Tempe, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Branch Office Administrator

    3 weeks ago

    Tempe, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Regulatory Compliance Specialist II

    2 weeks ago

    Tempe, Arizona, United States Edward Jones Full time

    Job OverviewPosition Schedule:Full-TimeAre you passionate about guiding others and resolving challenges?If so, an exciting opportunity awaits you in our Compliance Service Department.Department Purpose:The Compliance Service Department serves as the primary resource for branch teams and home office areas to comprehend and implement compliance policies that...

  • Client Service Representative II

    1 week ago

    Tempe, Arizona, United States Edward Jones Full time

    Overview:At Edward Jones, our clients are at the heart of everything we do. Our Service and Operations divisions play a crucial role in ensuring that we deliver exceptional experiences to our clients, branch teams, and headquarters associates.As a Client Service Representative, you will advocate for our extensive client base by facilitating effective...

  • Branch Office Administrator

    1 month ago

    Tempe, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    1 month ago

    Tempe, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Compliance Officer II

    4 weeks ago

    Tempe, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Laboratory Support Specialist II

    2 weeks ago

    Tempe, Arizona, United States Creative Testing Solutions Full time

    Position Overview:Under the guidance of supervisory staff, a Laboratory Support Specialist (LSS) engages in a variety of administrative tasks and prepares standard specimens while performing supportive functions to facilitate testing processes. Responsibilities include unpacking and documenting samples received in compliance with established regulations and...

  • EFD Client Support Specialist II

    1 week ago

    Tempe, Arizona, United States BNP Paribas Bank NV Full time

    We are seeking an **EFD Customer Service Specialist II** to join our team.**Company Overview**At BNP Paribas Bank NV, we are dedicated to making a positive impact on society. We focus on initiatives that promote diversity, support women entrepreneurship, and enhance sustainable energy solutions. Our commitment extends across the U.S., where we actively work...

  • Service Desk Technician II

    2 months ago

    Tempe, United States iT1 Full time

    iT1, a leading national technology solution provider headquartered in Tempe, AZ, is looking for a motivated Service Desk Technician II to join our Service Desk team. iT1 has been recognized by the Phoenix Business Journal's "Best Places to Work" in Arizona for the past 11 years. This is a testament to the great team and culture we have here at iT1! The...

  • Wealth Strategist II

    2 weeks ago

    Tempe, AZ, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Benefits Call Center Representative II

    3 months ago

    Tempe, United States Conduent Human Resource Services, LLC Full time

    Benefits Call Center Representative II (Remote)   $15 While in Training  $16 after completing training successfully. Equipment Provided Full-time with Full Benefits Day One! Join our Benefits Administration Services team and help our valued customers. We’re looking for people with a passion for customer service, natural empathy, and the determination...