Tailored Branch Support Specialist
12 hours ago
Job Overview
At Edward Jones, we're committed to providing exceptional client service and support to our branch teams and clients. As a Tailored Branch Support Specialist, you'll play a critical role in helping us achieve this goal.
Key Responsibilities
- Partner with multiple Financial Advisors to execute the BOA 5 Core Elements and support the branch business plan objectives.
- 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.
- Assist multiple FAs in the planning of events and seminars.
Requirements
- Bachelor's degree preferred or equivalent experience.
- Minimum of 3 years of administrative support or customer service experience.
- Strong problem solving and analytical skills.
- Excellent verbal and written communication skills.
- Organizational and time management skills with ability to multi-task.
- Strong computer skills including effective use of Microsoft Office applications.
About Us
Edward Jones is a Fortune 500 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. We're committed to providing a positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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