Service Specialist II - Finance
Edward Jones
, , United States
, , United States
- Full-time
- financial services
- client support
- investment management
The Service Specialist II - Finance at Edward Jones provides professional support to clients and branch teams by resolving inquiries, managing communications, and advocating for clients while adhering to regulatory and risk mitigation practices. The role involves continuous learning, teamwork, and identifying process improvements within a fast-paced financial services environment. Strong communication, organizational skills, and computer proficiency are essential, with a preference for candidates near company office locations.
You could say we're at the center of the center.
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants.
1. Work closely with branch-office teams and/or clients in response to incoming telephone calls and
written correspondence by solving problems and providing easy access to information, professional
and courteous support, as well as reliable solutions. Associate will not provide solutions, guidance,
and/or recommendations on the suitability of investments as it pertains to clients.
2. Complete necessary training and keep up to date on changes in process or information necessary
to the do the job. Responsible for continually learning on the job through daily department emails,
team/department meetings, and Continuing Education sessions.
3. Contribute to the overall success of the team/department by acting as a resource for others and by
owning/supporting new initiatives, projects, or process changes.
4. Identify opportunities for improvements or enhancements within the team/department.
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.
Hiring Minimum: $42100
Hiring Maximum: $65100
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.
Read More About Job Overview
Skills/Requirements
Education/Certification
Bachelor's degree is preferred.
Experience
1-2 years of customer service, prior financial services industry, or Edward Jones experience recommended.
Skills/Abilities
• Excellent verbal/written communication skills
-Must be able to respond and adapt to callers and peers with appropriate tone, organized
thoughts, and confidence
-Ability to respond to written correspondence in a clear, succinct manner using correct
grammar, spelling and format
• Organizational and time management skills
• Must be able to multi-task and follow-up appropriately to take issues to resolution
• Must be able to work in a fast paced, team oriented environment and quickly learn and apply
new information
• Strong computer skills are required, including effective use of Microsoft Office applications.
Candidates that live within a commutable distance from our Tempe, AZ or St Louis, MO home office locations are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're 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.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants.
1. Work closely with branch-office teams and/or clients in response to incoming telephone calls and
written correspondence by solving problems and providing easy access to information, professional
and courteous support, as well as reliable solutions. Associate will not provide solutions, guidance,
and/or recommendations on the suitability of investments as it pertains to clients.
2. Complete necessary training and keep up to date on changes in process or information necessary
to the do the job. Responsible for continually learning on the job through daily department emails,
team/department meetings, and Continuing Education sessions.
3. Contribute to the overall success of the team/department by acting as a resource for others and by
owning/supporting new initiatives, projects, or process changes.
4. Identify opportunities for improvements or enhancements within the team/department.
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.
Hiring Minimum: $42100
Hiring Maximum: $65100
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.
Read More About Job Overview
Skills/Requirements
Education/Certification
Bachelor's degree is preferred.
Experience
1-2 years of customer service, prior financial services industry, or Edward Jones experience recommended.
Skills/Abilities
• Excellent verbal/written communication skills
-Must be able to respond and adapt to callers and peers with appropriate tone, organized
thoughts, and confidence
-Ability to respond to written correspondence in a clear, succinct manner using correct
grammar, spelling and format
• Organizational and time management skills
• Must be able to multi-task and follow-up appropriately to take issues to resolution
• Must be able to work in a fast paced, team oriented environment and quickly learn and apply
new information
• Strong computer skills are required, including effective use of Microsoft Office applications.
Candidates that live within a commutable distance from our Tempe, AZ or St Louis, MO home office locations are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're 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.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
#LI-HO
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