1+ months

Tailored Branch Support, Service Specialist II New FA (Tempe, AZ)

Edward D. Jones & Co., L.P (HO)
Tempe, AZ 85281
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At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Tailored BOA Support - New FA is seeking a Service Specialist II to provide remote Branch Office Administrator (BOA) support to New Financial Advisors (FAs). Associates in this area will virtually support multiple individual Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries along with providing direction to the FA assisting with prospect routing, documenting information, preparing appointments, processing account openings and transfers, and creating portfolios

The health and well-being of our clients, associates, families and communities is our first priority. As part of our commitment to associate well-being, the majority of our associates are working remotely for the foreseeable future. However, this role has traditionally been located on-site in a home office location and may be required to return to that location at some point in the future. Edward Jones is continually evaluating our flexible work arrangements for all of our positions, including this one.

While working from home, the candidate must meet the minimum internet connectivity requirements. A satellite connection for your high-speed internet doesnt 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 6 Mbps down speed, 2 Mbps up speed, and less than 60 Ping Speed to perform daily functions.
2 years of customer service experience or comparable experience working in the financial services industry or Edward Jones is recommended
Bachelor's degree is preferred
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
Understanding of various securities as well as function of the business is critical
Strong computer skills are required, including effective use of Microsoft Office applications and Internet Explorer
Proficiency of applicable Edward Jones systems and software with ability to learn and apply technical information relevant to the job


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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.
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](https://careers.edwardjones.com/compensation-and-values/) 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:
Posted: 2021-03-12 Expires: 2021-07-12
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Tailored Branch Support, Service Specialist II New FA (Tempe, AZ)

Edward D. Jones & Co., L.P (HO)
Tempe, AZ 85281

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