What are the responsibilities and job description for the Operations Specialist II position at Edward Jones?
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
The Operations Division serves as a critical link between our clients and our network of branch offices. As an associate in this division, you will partner with departments around the firm to deliver accurate and timely client information and account processing services to client and branch teams. You will contribute to developing solutions-based products that improve existing processes and display world-class support to our branch offices that makes it easier for them to foster deep and lasting relationships with our clients.
Operations plays a key role in delivering exceptional client service by optimizing the client & branch experience, driving process efficiencies & accuracies, as well as safeguarding client assets & maximizing financial contributions.
- Responsible for effectively and accurately processing routine activities/transactions according to department and compliance guidelines. Functions may include but are not limited to: verifying documents for completeness, completing entries within client/firm accounts, performing calculations relating to exceptions and corrections, and communicating with financial advisors, internal headquarter associates and vendors.
- Gain an understanding of the brokerage industry, responsibilities of the department and specific functions within the area through constant development.
- Provide timely and accurate responses to branch and client inquiries with the ability to ask the right question to bring timely, accurate solutions.
- Effectively use knowledge to respond to operational & technical questions while using tools and resources to ensure service is compliant with current policies, procedures, rules, and regulations.
- High school diploma or equivalent is required. A college degree is preferred
- A minimum of 1-year experience in an office, processing or service environment is preferred.
- Must be comfortable working in a fast paced, team-oriented environment; while staying organized to perform and prioritize multiple tasks.
- Must be able to demonstrate attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded.
- Strong customer service focus that supports the firm's commitment to exceed client expectations.
- Must have excellent written and verbal communication skills, including both processing and customer service interfacing with our branches.
- Previous experience with Microsoft office tools and spreadsheets is preferred.
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2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
- From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
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2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
- From The Human Rights Campaign. All Rights Reserved
- 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
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J.D. Power, 2021 – Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
- Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.