Service Specialist Ii

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Part-Time

Do you have extensive experience in communication, a call centre environment and the financial industry? Are you a dynamic, results-oriented individual who thrives on helping others and contributing to a team? Have you demonstrated success in determining the needs of clients and recommending solutions?

If you answered yes to these questions, our Service Representative role on the Retirement and Transfer Services team could be right for you! We are seeking a Service Representative to join and contribute to the success of our branch teams in delivering an ideal client experience.

The Operations division directly supports branch teams and clients, addressing all issues and inquiries with accuracy and timeliness to deliver Service Excellence. With a thorough understanding of daily branch operations, your valuable insights will shape how we do business. In this fast-paced, service-oriented environment, you'll leverage your critical thinking and effective communication skills to find solutions to inquiries, whether the request comes from a branch associate or client. By continually assessing and aligning our support, you'll help us to better serve the needs of branch teams and the people they serve. You will deliver exceptional service to clients and branch teams in the Branch Team Support business area on the Service division. In this role you will be:

• Providing solutions in response to incoming telephone calls and written correspondence from Financial Advisors and Branch Office Administrators in an accurate and efficient manner, while considering different variables such as legal/regulatory guidelines and risk to the firm.
• Understanding of products and services offered by the firm, in order to provide reliable and accurate responses to questions from field associates
• Striving to provide world class client service in line with individual and department performance and quality expectation measures for a Service Specialist II
• Contributing to the overall success of the team/department by acting as a resource for others and by supporting new initiatives, projects, or process changes
• Identifying opportunities for improvements or enhancements within the team/department

The hours of this position are: 9:30am-6pm EST. Monday thru Friday.
Hours during training for approximately the first 3 months: 9:00 am to 6:00 pm EST

**10 month contract position **

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

Hiring Minimum: $48300
Hiring Maximum: $74700

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Skills/Requirements

• Completion of Post-secondary education is preferred.
• 2+ years of client service experience or comparable experience working in the financial services industry required.
• Must be able to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence.
• Excellent verbal/written communication skills - ability to respond to written correspondence in a clear and pleasant manner using correct grammar, spelling and format
• Proficiency in procedures and systems used by the department(s) with whom Service has a dependency is required
• Have an understanding of various securities as well as functions of the business is critical
• Strong computer skills are required
• Bilingual in English and French preferred

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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

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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.

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