This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants.Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500\u00b9 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we\u2019re 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.

\u00b9Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Tailored BOA Support Specialist \u2013 Tailored Branch Support \u2013 On Call

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:

\u2022Providing 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
\u2022Completing necessary training and keeping up to date on changes in processes or information necessary to do the job
\u2022Continuing their learning and development through daily department emails, team meetings, and continuing education sessions
\u2022Contributing to the overall success of the team by acting as a resource for others and supporting new initiatives, projects, or process changes
\u2022Identifying opportunities for improvements or enhancements within the team
Qualifications:
\u2022Minimum of 1-2 years of customer service experience or comparable experience working in the financial services industry or Edward Jones is preferred
\u2022If 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 doesn\u2019t 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 30 Mbps down speed, 5 Mbps up speed, and less than 60 Ping Speed to perform daily functions.
\u2022The associate will be assigned an 8:00am \u2013 5:00pm workday. A Part Time Associate will be asked to work every Friday, and two additional days throughout the week.
\u2022Bachelor's degree is preferred or equivalent work experience
\u2022Excellent verbal and written communication skills
\u2022Ability to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence
\u2022Ability to respond to written correspondence in a clear, succinct manner using correct grammar, spelling and format
\u2022Organizational and time management skills with ability to multi-task and follow up appropriately to take issues to resolution
\u2022Capable of working in a fast paced, team oriented environment, quickly learning and applying new information
\u2022Strong computer skills are required including proficiency with Microsoft Windows 10 functions, working on multiple monitors with remote desktop connections, basic troubleshooting concepts (i.e. clearing browser cache, restart vs close vs log out, remote connections), effective use of Microsoft Office applications, and working in multiple browsers simultaneously: Microsoft Edge and Google Chrome.
\u2022Proficiency of applicable Edward Jones systems and software with ability to learn and apply technical information relevant to the job.
\u2022Must live in the PST Time zone.

Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.


At 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 Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.