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Financial Integrators

Tailored Branch Support Specialist II (MST)

Financial Integrators
Posted 1 weeks ago
Full-timeremotemid

Job Description

Join Market & Practice Solutions at Edward Jones and over 500 other associates who have a passion for serving our branch teams and client needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring and empathy. Our mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable a stellar client experience.

 
  • The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors (FA) and Client Support Teams (CST) simultaneously, by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives, increasing overall branch capacity.
    • Consistently executing the appointment process
    • Deepen and broaden client relationships
    • Make it easy to do business through digital client experience
    • Continuously improve and execute client and branch processes
    • Facilitate branch business planning process

TBS Service Specialists maintain long-term, mid-range, and short-term partnerships to meet specific individual branch needs.
 
  • Partner with multiple FAs and Client Support Teams virtually to plan and execute daily branch functions and add value through project work, client outreach, account maintenance, research, financial planning assistance, etc.
 
  • Deliver excellent remote client service by anticipating branch and client needs and delivering the right outcome, improving the client experience through branch partnerships, and effectively communicating in a timely manner
 
  • Provide a high level of support to multiple FAs and Client Support Teams and serve as a resource to idea share, problem solve, and take action
 
  • Create and update standard operating procedures for the branch, and contribute business plan objectives and results
 
  • Provide advanced administrative support, i.e.: Identify opportunities, answer incoming calls and emails, schedule/follow up appointments, document management and scanning, asset movement, balance priorities and time management across multiple branch partnerships simultaneously, etc.
 
  • Assist multiple FAs and Client Support Teams with event planning and seminars
  • Leverage high level of administrative experience as branch partner to increase capacity through remote support and meet needs of branches in transition

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About Financial Integrators
10001+ employees
St. Louis, MO, US
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