Senior Financial Operations Specialist

7 days ago


Traverse City, Michigan, United States Edward Jones Full time

Overview


We are seeking a highly skilled and experienced Senior Financial Operations Specialist to join our team at Edward Jones. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by ensuring the smooth execution of various financial transactions and services.



About Us

Edward Jones is a Fortune 500 company that prides itself on being privately-owned, placing the focus on our clients rather than shareholder returns. We have over 8 million clients and 19,000 financial advisors across the U.S. and Canada, making us one of the largest financial services firms in North America.



The Role

In this role, you will be responsible for:



  • Providing exceptional customer service to our clients by addressing their questions and concerns in a timely and professional manner.
  • Executing various financial transactions such as deposits, withdrawals, and transfers with high accuracy and efficiency.
  • Collaborating with financial advisors to ensure seamless delivery of our services to clients.
  • Maintaining accurate records of all transactions and client interactions.


Requirements

To be successful in this role, you will need:



  • Strong communication skills with the ability to effectively interact with clients and colleagues.
  • Excellent analytical skills with attention to detail and ability to resolve complex problems.
  • Proven experience in a similar role or industry, preferably in a financial services firm.
  • Ability to work independently and as part of a team to achieve common goals.
  • Familiarity with office software and technology, including Microsoft Office and other financial systems.


Benefits

We offer a competitive compensation package, including:



  • Salary range: $62,000 - $72,000 per year, depending on experience.
  • Comprehensive benefits package including medical, dental, vision, and life insurance.
  • Retirement plan with employer matching contributions.
  • Paid time off including vacation, sick leave, and holidays.
  • Professional development opportunities to help you grow in your career.


We value diversity and inclusion and are committed to creating a workplace where everyone feels welcome and supported. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.


Please visit our website at [insert link] to learn more about our company culture, values, and benefits. You can also follow us on social media to stay up-to-date on our latest news and updates.



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