Job Description
Join Edward Jones as a Tailored Branch Support Specialist II, delivering remote support to Financial Advisors throughout Canada. This full-time position combines client service with crucial scheduling tasks.
You will assist Financial Advisors by responding to inquiries, processing account tasks, and ensuring accurate documentation. Your organizational skills will help streamline operations, contribute to team success, and foster a positive client experience.
Key Responsibilities:
• Manage incoming calls and correspondence from branch teams
• Organize schedules and optimize FA time
• Provide specialized support to enhance FA business building
• Collaborate in client appointment preparations and SOP setups
• Support team initiatives and identify areas for improvement
Requirements:
• 1–2 years of customer service or admin experience
• Bachelor’s degree or equivalent work experience preferred
• Strong co...
You will assist Financial Advisors by responding to inquiries, processing account tasks, and ensuring accurate documentation. Your organizational skills will help streamline operations, contribute to team success, and foster a positive client experience.
Key Responsibilities:
• Manage incoming calls and correspondence from branch teams
• Organize schedules and optimize FA time
• Provide specialized support to enhance FA business building
• Collaborate in client appointment preparations and SOP setups
• Support team initiatives and identify areas for improvement
Requirements:
• 1–2 years of customer service or admin experience
• Bachelor’s degree or equivalent work experience preferred
• Strong co...