You could say we're 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.Job OverviewPosition Schedule: Full-TimeThe Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business. Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.Edward Jones Connection within Home Office Client Teams recently launched a new service offered to branches which directly serves our clients from the home office in partnership with the branch teams. We are seeking engaged, organized, and motivated associates to serve in the role of remote Client Service Administrators within this team to provide support to clients while working in partnership with the advisors and other associates on the teamKey Responsibilities:
Through pro-active and dynamic client contacts, contributes to successful retention of transitioned clients as well as re-engaging inactive clients from multiple branches and regions at one time.
Support multiple Home Office Financial Advisors by proactively contacting existing Edward Jones clients to schedule annual review appointments to remain compliant and ensure excellent client service and engagement with Edward Jones Connection.
Proactively contact clients to remind them of upcoming appointments and ensure they have all necessary documents needed for appointment with Home Office Financial Advisor.
Ensures execution of the appointment process using solutions-based advice tools and contact plans.
Responsible for any incoming client correspondence such as checks, statements, estate documents and legal documents. Must scan items into appropriate client account within timely manner. Any delays in processing could result in liability to the firm.
The Edward Jones Connection CSA (and FA) will serve as the primary client service team by taking responsibility for all necessary client contacts while the local branch team should only be called upon occasionally to help serve a client
Utilize firm tools and resources to proactively deepen relationships with clients, as well as the Home Office Financial Advisor. This also involves identifying relationship development opportunities when scheduling activities for the Home Office Financial Advisors that they are assigned to support.
Prioritize and appropriately assign all client account needs for a large volume of households across multiple branches per Financial Advisor. Schedule and coordinate calendars utilizing multiple systems, for multiple Home Office Financial Advisors, which will require extreme attention to detail and clear communication. This includes managing their own calendar in supporting multiple Financial Advisors as well as owning any allowable activities for the clients they serve.
Work closely with Branch and Home Office teams and clients, in response to activities such as but not limited to telephone calls and written correspondence. Associate will NOT provide solutions, guidance, and/or recommendations on the suitability of investments as it pertains to clients.
Complete necessary training and keep up to date on changes in process or information necessary to the do the job. Responsible for continually learning on the job through daily department emails, team/department meetings, and Continuing Education sessions.
Contribute to the overall success of the team/department by acting as a resource for others and by owning/supporting new initiatives, projects, or process changes.
Identify opportunities for improvements or enhancements within the team/department.
Lead and contribute to projects as assigned.
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 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: $40895Hiring Maximum: $63295Skills/Requirements
Looking for someone preferably who can work Hybrid or On-Site in Tempe
Bachelor's Degree is preferred
1-2 years of customer service; prior financial services, banking or insurance industry, or Edward Jones experience recommended.
Completion of training within seven weeks of hire.
Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.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.#LI-HO
