Job Description

**You could say were 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.

**Skills/Requirements**

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,...

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. 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: $38,418

Hiring Maximum: $59,462

**Skills/Requirements**

* 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 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...

* 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 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.

* The associate will be assigned a role on our Hawaii/Alaska Time Zone Team, an 8:00 am 5:00 pm HDT/HST or an 8:00 am 5:00 pm ADT/AST workday.

* Bachelors 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 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

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 15,000+ branch offices where our more than 7 million clients live and work.In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga...

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 15,000+ branch offices where our more than 7 million clients live and work. In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

It is gratifying to see clients satisfaction as a result of something behind the scenes such as improved technology offerings which helps make their experience the best it can be. Nicholas Wright Senior Project Coordinator St. Louis Our branch teams including our BOAs play a critical role in getting to know and truly understand each client. Penny Pennington Managing Partner **Meet Lance Taylor**

Since joining Edward Jones I have been afforded consistent and various opportunities to grow and develop my leadership skills and build a strong network. Leaders across the firm are willing to devote time to building a strong core of leadership-focused associates at all levels, both in and outside their area.

**Meet Vaishali Deshmukh**

I started my career at Edward Jones 21 years ago as an entry-level programmer analyst in Information Systems. Over the years, with my hard work and thirst for knowledge along with the training and coaching from my colleagues, leaders and mentors, I have achieved the position of a team leader. With their continued support and guidance, I hope to progress on this upward path, to continue to learn and become a role model for the new generations of entry-level programmers coming to Edward Jones.

**Meet Renee Sarakas**

Since the moment I decided I wanted to be a leader, I have had so much support and guidance from my leaders and individuals across the firm. I was fortunate enough to be a part of the Leadership Development Associate program and gained a lot of insight from the mentors and peers that I worked

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