Tailored Branch Support Specialist II -Bilingual French

Position Schedule

Full-Time

Canada Service is seeking a Tailored Branch Support (TBS) Specialist to provide remote branch support to Financial Advisors (FAs) all over Canada. Associates in this area will remotely support multiple Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries, assisting with documenting information, preparing appointments, processing account openings and transfers, and processing trades, among other responsibilities.

Following successful completion of initial training, the associate will be expected to understand the products and services offered by the firm, including all processing steps and procedures as well as firm and regulatory requirements, in order to provide reliable and accurate service to branch teams and clients. The associate is also responsible for continually learning on the job through interaction with leaders, team members, and other departments, and for attending Continuing Education sessions and partaking in Home Office duties.

Responsibilities

• Providing solutions in response to incoming/outgoing telephone calls and written correspondence from branch teams, in both an independent and team structure, considering legal/regulatory guidelines and risk to the firm. The associate will not provide solutions, guidance, or recommendations on the suitability of investments as it pertains to clients.
• Providing an ideal client experience through excellent service and personalized relationships. The associate will not provide solutions, guidance, or recommendations on the suitability of investments as it pertains to clients.
• Organizing and protecting FA time by maintaining meeting schedules and/or screening phone calls; reviewing and helping FA set up time blocking to allocate time for specific business‐building activities.
• Providing consistent, skilled tailored branch support to FAs to accelerate their business building using available systems.
• Partnering with FA in preparing for client appointments, setting up SOPs in the branch, and sharing proven best practices.
• Contributing to the overall success of the department by acting as a resource for others and supporting new initiatives, projects, or process changes.
• Identifying opportunities for improvements or enhancements within the team.
• Maintaining an active development plan.

Qualifications

• Mandarin or French preferred.
• 1–2 years of customer service or administrative experience working in the financial services industry; prior/current BOA experience at Edward Jones is preferred, but not required.
• Bachelor's degree or equivalent work experience preferred.
• Previous understanding of the financial advisor role or ability to quickly learn and apply technical information regarding the financial advisor role, Edward Jones systems, and the financial services industry is critical.
• Excellent verbal and written communication skills; ability to respond and adapt to callers and peers with an 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 are essential, with the ability to multi‐task, prioritize tasks using seasoned judgment, and follow up appropriately to resolve client/prospect issues quickly and effectively.
• Capable of working in a fast‐paced, team‐oriented environment, quickly learning and applying new information.
• Strong computer skills are required, including effective use of Microsoft Office applications.

Candidates applying to Canadian jobs must reside in Canada.

Compensation

Hiring Minimum: $48,300

Hiring Maximum: $74,700

EEO Statement

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.