What are the responsibilities and job description for the Senior Service Specialist- Branch Accounting , Finance position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 05-Aug-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.
Help Our Financial Advisors Understand and Maximize Their Success
As a Branch Compensation Support Specialist, you'll serve as a trusted resource for branch associates, helping them understand the key components of their compensation and financial performance. Through phone and written support, you'll provide guidance on topics such as commissions, profitability, bonuses, payroll, expenses, and compensation-related processes.
This role is ideal for a service-minded professional who enjoys solving complex problems, building relationships, and delivering exceptional support. You'll partner directly with branch teams across the firm, using your expertise to provide clear answers, identify solutions, and help associates navigate important financial and compensation questions with confidence.
What You Will Do:
As a Branch Compensation Support Specialist, you'll serve as a trusted resource for branch associates, helping them understand the key components of their compensation and financial performance. Through phone and written support, you'll provide guidance on topics such as commissions, profitability, bonuses, payroll, expenses, and compensation-related processes.
This role is ideal for a service-minded professional who enjoys solving complex problems, building relationships, and delivering exceptional support. You'll partner directly with branch teams across the firm, using your expertise to provide clear answers, identify solutions, and help associates navigate important financial and compensation questions with confidence.
What You Will Do:
- Responsible as a phone service representative, spending a great deal of time answering phone calls
- Answer incoming requests related to branch expenses to include Financial Advisor compensation
- Working independently with branch associates to solve problems
- Work in partnership with team members to provide support as needed
- Provide branch associates with information, friendly support and reliable solutions
- Respond to branch associates while meeting call- quality and efficiency expectations.
- Understand industry laws and regulations
- Participate in monthly department meetings and periodic training session
- Exhibits mastery of knowledge of all topics supported by the department to research questions which are detailed and complex.
- May represent department in projects and stakeholder roles and works collaboratively with other areas.
- Assists leader in managing workflow and can act in a leadership capacity in the absence of a leader
- Acts as a mentor/coach through assist line, escalations and/or department training as needed
- 3 years of customer service experience, with a proven ability to deliver exceptional support and build strong relationships.
- Knowledge of budgeting, finance, accounting, or compensation-related processes; bachelor's degree in Business or a related field preferred (or equivalent experience).
- Strong organizational, workflow management, and time management skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment.
- Strong verbal and written communication skills, including the ability to explain complex information clearly and effectively.
- Demonstrated problem-solving, analytical, and research skills with the ability to identify solutions and resolve issues independently.
- Ability to coach, mentor, and collaborate with others while contributing to a positive, team-oriented culture.
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 four days per week.
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.