About this role
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. 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; Associate will not provide solutions, guidance and recommendations on the suitability of investments as it pertains to clients. 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. 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. Provide consistent, skilled tailored branch support to FAs to accelerate their business building using available systems. Partner with FA in preparing for client appointments, setting up SOPs in the branch and sharing proven best practices. Contributing to the overall success of the department by acting as a resource for others and supporting new initiatives, projects, or process changes. Identifying opportunities for improvements or enhancements within the team. Maintaining an active development plan.