Service Specialist II

3 weeks ago

Tempe, United States Edward Jones Full time
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

What is the opportunity?

Welcome to the Service Division at Edward Jones. We have a passion for providing world class service to our clients and branch teams. Join hundreds of associates that deliver tailored solutions to deliver superior results. Our Service Specialists are part of an engaging and fast paced working environment that offers many opportunities for growth and further career progression. We provide a robust training and onboarding period that teaches you the essential skills as well as subject matter expertise around your assigned topical knowledge.

As a Service Specialist you will provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience through answering incoming phone calls. Our contact centers are open Monday through Friday, 7:00 AM - 7:00 PM CST to accommodate the needs of our clients and branch teams across all North America. Shift times are driven based around the business needs of each department.

What to expect:
  • Answer a high volume of phone calls and written inquiries from our clients and branch teams.
  • Partner closely with trainers, coaches, and your team leader to build proficiency in your role.
  • Provide superior service and single call resolution to our clients and branch teams.
  • Grow your knowledge on your assigned topic and build on your expertise.
  • If opting for a hybrid or remote work arrangement, supply a distraction free and consistent workplace to protect client information.
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: $40895
Hiring Maximum: $63295

Skills/Requirements

Requirements for the role:
  • High school diploma or equivalent is required.
  • A minimum of 2 years in a customer or client support role.
  • Provide flexibility to accommodate the schedule requirements for training and working hours.
  • Advanced usage of Microsoft Office applications and Zoom.
  • Associates opting for a hybrid or remote work arrangement would need to adhere to the firm minimum internet requirements (non-satellite, hardwired ethernet connection; high speed; 5 MBPS up speed, 30 MBPS down speed, less than 60 ping speed) in order to perform the role successfully.
Please note: Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

What could set you apart:
  • Excellent client service skills
  • Superior verbal and written communication skills
  • Foster a mindset of continuous growth and improvement
  • Exceptional problem solving and analytical abilities
  • Completed bachelor's degree
  • Prior financial service industry experience
  • Previous contact center experience


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

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. 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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