Tailored Branch Support Specialist II -Bilingual French

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    "city": "Service is seeking a Tailored Branch Support (TBS) Specialist to provide branch support to Financial Advisors (FAs) all over . Associates in this area will remotely support multiple Financial Advisors daily with answering incoming calls",
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      "raw": "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. In addition, they will assist with documenting information, preparing appointments, processing account openings and transfers, and processing trades, among other responsibilities.\n Following successful completion of initial training, associate will require understanding of 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. In addition, the associate is responsible for continually learning on the job through interaction with leader, team members, and other departments, and available to attend Continuing Education sessions and partake in Home Office duties. Responsibilities include: Providing solutions in response to incoming/outgoing telephone calls and written correspondence from branch teams, in both an independent and team structure considering different variables such as legal/regulatory guidelines and risk to the firm",
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      "Value": "<span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Canada Service is seeking a Tailored Branch Support </span></span></span><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">(TBS) <span style=\"color:#19191a\">Specialist to provide remote </span>branch <span style=\"color:#19191a\">support to </span>Financial Advisors (FAs) all over Canada<span style=\"color:red\">. &nbsp;</span><span style=\"color:#19191a\">Associates in this area will remotely support multiple Financial Advisors daily with answering incoming calls, handling client, vendor, and FA inquiries. In addition, they</span> will assist with <span style=\"color:#19191a\">documenting information, preparing appointments, processing account openings and transfers, and </span>processing trades, among other responsibilities. </span></span><br><br><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Following successful completion of initial training, associate will require understanding of </span></span></span><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">products and services <span style=\"color:#19191a\">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. In addition, the associate is responsible for continually learning on the job through interaction with leader, team members, and other departments, </span>and available to attend Continuing Education sessions and partake in Home Office duties. Responsibilities include:</span></span></span></span></span><ul style=\"margin-bottom:15px\"><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Providing solutions in response to incoming/outgoing telephone calls and written correspondence from branch teams, 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.</span></span></span></span></span></span></li><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Provide an ideal client experience through excellent service and personalized relationships. Associate will not provide solutions, guidance, and recommendations on the suitability of investments as it pertains to clients.</span></span></span></span></span></span></li><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Organize and protect FA time by maintaining meeting schedules and/or screening phone calls; Review/Help FA set up time blocking to allocate time for specific business building activities.</span></span></span></span></span></span></li><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Provide consistent, skilled </span></span></span><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">tailored branch support <span style=\"color:#19191a\">to FAs to accelerate their business building using available systems.</span></span></span></span></span></span></li><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Partner with FA in preparing for client appointments, setting up SOPs in the branch and sharing proven best practices.</span></span></span></span></span></span></li><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Contributing to the overall success of the department by acting as a resource for others and supporting new initiatives, projects, or process changes.</span></span></span></span></span></span></li><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\"><span style=\"color:#19191a\">Identifying opportunities for improvements or enhancements within the team.</span></span></span></span></span></span></li><li style=\"margin-bottom:15px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:normal\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Maintaining an active development plan.</span></span></span></span></span></li></ul>",
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