Tailored Branch Support, Long-Term Splt, SRV (CST/EST)
Edward D. Jones
The Tailored Branch Support Service Specialist II partners with multiple Financial Advisors(FA) by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives.
Partner with multiple FAs virtually to plan and execute the daily functions needed for the branch Deliver excellent client service by anticipating client needs and improving the client experience Provide a high level of support to multiple FAs and serve as a resource to share ideas, problem solve, and take action Create and update standard operating procedures for the branch Advanced administrative support- i.e.: Identify opportunities, answer incoming calls and emails, schedule/follow up on appointments, document management, and scanning Assist multiple FAs in the planning of events and seminars
Partner with multiple FAs virtually to plan and execute the daily functions needed for the branch Deliver excellent client service by anticipating client needs and improving the client experience Provide a high level of support to multiple FAs and serve as a resource to share ideas, problem solve, and take action Create and update standard operating procedures for the branch Advanced administrative support- i.e.: Identify opportunities, answer incoming calls and emails, schedule/follow up on appointments, document management, and scanning Assist multiple FAs in the planning of events and seminars
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