What are the responsibilities and job description for the Service Specialist II - Service Division position at Edward Jones?
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.
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 () .
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 () .
Hiring Minimum : $42100
Hiring Maximum : $65100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
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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
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at : dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
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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 ()
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About Us
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 () .
Fortune 500, published June 2024, data as of December 2023. 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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Salary : $65,100
