Support Edward Jones branch teams with client service expertise, complex problem solving, and clear communication during the 9 a.m. to 6 p.m. CST shift.
As a Service Specialist, you will help deliver an ideal client experience through the Branch Team Support business area. The position requires financial industry experience, knowledge of firm products, and confidence explaining regulatory or financial tax processes. Your work addresses inquiries from field associates accurately and efficiently.
Key Responsibilities:

Deliver world class service against performance expectations
Answer questions from Financial Advisors and administrators
Provide reliable information about firm products and services
Act as a resource for colleagues and new initiatives
Collaborate with firm areas on enhancements
Requirements:

Minimum three years in financial services or Edward Jones
Experience supporting callers with complex solutions
Clear, pleasant written correspondence using correct grammar
Ability to delegate workflow and develop leadership skills
High proficiency in department procedures and systems
Bring branch operations knowledge, client service judgment, and precise communication to Edward Jones Service Specialist support.

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Edward Jones Branch Support Specialist