Enrollments
What's the name of the enrollment a person has for online account in which the are NOT an owner or a Power of Attorney on?
What is a View & Share Enrollment
What tool do YOU use to change a password?
What is the CSR Tool? Under the "Reset Password" tab and using: abcd1234
What is one difference between an e-mail verification code and a two-step authentication code?
What is we can provide a two-step code for the client? OR What is the e-mail verification code is only needed to be input once unless the email is changed
After greeting the caller what is the 1st thing you do, before assisting?
What is verify callers identity?
What resource will show you any defects currently going on in the department?
What is the US Defect Log?
What are the 3 different types of enrollment?
What is a Branch, Online "Mobile", and a View & Share Enrollment?
What tool do you use to complete the verification of a client's identity?
What is Salesforce Service Console? Very important to check for alerts
What would you use a one-time token/log in code for?
When is, when a client failed to answer the security questions 4 times, after selecting e-mail me a code?
In what place can you see if a client is enrolled in texting?
What is Salesforce Desktop? Client Profile > Phone numbers> Icon with SMS to the right.
What resource(s) could you provide a Branch that wanted information on placing a Fraud/Identity Theft Alert on an Account?
What is WEB625870? Direct Form Message: WEB589235
Why would an account number or social security number be on the "Reset Security Log" in the CSR Tool?
What is client entered their DOB or SSN incorrectly during enrollment. OR; Per verbal request or account alert request
What is the verification support tool used for?
What is to assist the clients with verifying their e-mail address? Such as seeing the last 4 numbers of the most up to date code, how the system will accept the client's last name and the zip code
What is the short code 31268 used for?
What is, texting enrollment?
When would be a time you need to add "old" behind a User ID?
What is when a client is re-enrolling and wants to re-use a User ID from a cancelled or closed account?
What is a resource you can use to search for any questions your colleagues may have already asked in regards to any new issues that may arise, not yet on the temporary issues log?
What is MS Teams?
What tool will show you the easiest way you can see if a person is enrolled AND has authorization to enroll?
What is Salesforce Desktop? Relationship Group>More>Online Accounts
What tool do you USE in order to send the email verification link to a client?
What is Salesforce Desktop? Client Profile> Edit Profile>Email>Send Email Verification>Save
How many different CSR Status codes are there?
What are 15 different status codes?
When will a client be prompted to enter a two-step authentication code? (Can be more than one answer)
What is: When they are logging in to a device they haven't used before; Their personal information has been updated; They entered an incorrect User ID or password too many times; The password was changed; Using a VPN; "Remember this device" is NOT selected OR it has been more than a year?
This resource will list the phone numbers client's may need externally if you have exhausted all the assistance Edward Jones is able to provide.
What is the External Numbers for Clients?
How can you tell an enrollment is incomplete?
What is, there will be dashes (---) next to the "security enrollment date" under the security tab in CSR Tool? When clicking "View" in SFDT from client view, a message will appear advising Branch enrollment hasn't been completed."
What tool, tab specific, do you use to provide a two-step code or a one-time log in code (token)?
What is the CSR Tool under the Security Tab?
What is the phone number for clients to call Online Client Support? And what # for Branches?
What is 1-800-441-5203 and #38?
What's the name of the tab in CSR Tool that will show you the Services Enabled, Access Level any Restrictions?
What is the User Profile tab?
What resource are YOU as the associate able to use, after researching your question using the Teams Chat Channel?
What is the Assist Line? 193-5740