What are the responsibilities and job description for the Business Support Specialist II, Operations position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 24-Jun-2026. The posting may close early due to the volume of applicants.
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.
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.
Opportunity Overview
Do you enjoy improving processes, strengthening controls, and driving operational excellence? Are you energized by partnering across teams to solve business challenges and reduce risk?As a Business Support Specialist II within Client Onboarding & Maintenance, you will help support the client onboarding lifecycle by enhancing the team's risk and control environment. This role partners closely with stakeholders across Operations to support governance, business resiliency, records management, audits, and process improvement initiatives. You'll play a key role in identifying opportunities to mitigate risk, improve efficiency, and support strategic business objectives.
What You'll Do
- Lead and support projects, process enhancements, and operational initiatives.
- Gather, document, and validate business requirements for new products, tools, and system enhancements.
- Coordinate and execute testing for system and process changes, including issue identification and resolution.
- Support risk and control programs, including Privacy, Business Continuity Planning, Records Information Management (RIM), and Written Supervisory Procedures.
- Maintain risk and control documentation to support a strong governance framework.
- Partner with stakeholders across the firm to identify process improvements and drive operational efficiency.
- Analyze business data and trends to provide insights that support decision-making.
- Develop subject matter expertise and share knowledge to support team growth and development.
Projects You'll Impact
- Enterprise Risk Management and Risk Governance initiatives
- Risk assessments and Risk & Control Matrix (RACM) activities
- Process mapping and process improvement efforts
- Records Information Management (RIM) programs
- Business Resilience and Business Continuity Planning (BCP)
- Spreadsheet control reviews and testing
- Process automation initiatives
- Internal and external audit support
- Quality review and monitoring programs
Job Requirements
- Bachelor's degree or equivalent experience.
- Minimum of 3 years of experience in financial services, operations, risk management, business support, or a related field.
- Experience supporting projects, process improvements, or operational initiatives.
- Strong analytical, problem-solving, and communication skills.
- Ability to effectively manage multiple priorities and collaborate across teams.
What Could Set You Apart
- Experience with risk management, governance, controls, or compliance programs.
- Knowledge of Risk & Control Matrices (RACMs), risk assessments, or control testing.
- Business Continuity Planning (BCP) or Business Resilience experience.
- Process mapping, process improvement, or automation experience.
- Audit support experience.
- Advanced Excel and data analysis skills.
- Experience within Client Onboarding, Account Maintenance, or Operations environments.
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
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
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.
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.