What are the responsibilities and job description for the Technical Specialist II position at Edward Jones?
There's power in partnership.
Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow.
What you do every day helps people achieve and protect their financial goals. You'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.
Job Overview
Position Schedule: Full-Time
This role, part of the Canada New Accounts and Maintenance Team, is responsible for executing core daily processing work, supporting technology enhancements, and supporting of key business functions and related activities. It is a high volume and high impact department that is a critical part of a smooth onboarding journey of our clients. The associate shall be able to work in a highly collaborative manner with branch support teams and technology teams to understand areas of challenge and be ready to provide solutions and action them. The ability to interpret and understand other more complex documentation is critical, as it is the ability to identify, address and escalate account documentation deficiencies.
The position requires the interpretation of time-sensitive information and reports to ensure accuracy and adherence to strict controls. The associate must demonstrate a deep understanding of applicable rules, regulations, systems, operation of these controls; as well as the ability to identify inherent and emerging risks and their impact on the business-area functions with recommendations to mitigate.
They will lead and/or serve as a subject matter expert on medium sized business area projects or initiatives. Direct or manage one or more systems to deliver new technology or system upgrades through gathering requirements, developing and executing system tests, providing readiness sign-off and supporting all aspects of implementation. In addition, ensuring timely escalation of issues that would create significant risk to the project or initiative deliverables, or present risk to the firm or client, is critical to the role.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.
Hiring Minimum: $59400
Hiring Maximum: $97900
Skills/Requirements
Read More About Job Overview
Position Requirements
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
Read More About Awards & Accolades
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.
¹Fortune 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.
Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow.
What you do every day helps people achieve and protect their financial goals. You'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.
Job Overview
Position Schedule: Full-Time
This role, part of the Canada New Accounts and Maintenance Team, is responsible for executing core daily processing work, supporting technology enhancements, and supporting of key business functions and related activities. It is a high volume and high impact department that is a critical part of a smooth onboarding journey of our clients. The associate shall be able to work in a highly collaborative manner with branch support teams and technology teams to understand areas of challenge and be ready to provide solutions and action them. The ability to interpret and understand other more complex documentation is critical, as it is the ability to identify, address and escalate account documentation deficiencies.
The position requires the interpretation of time-sensitive information and reports to ensure accuracy and adherence to strict controls. The associate must demonstrate a deep understanding of applicable rules, regulations, systems, operation of these controls; as well as the ability to identify inherent and emerging risks and their impact on the business-area functions with recommendations to mitigate.
They will lead and/or serve as a subject matter expert on medium sized business area projects or initiatives. Direct or manage one or more systems to deliver new technology or system upgrades through gathering requirements, developing and executing system tests, providing readiness sign-off and supporting all aspects of implementation. In addition, ensuring timely escalation of issues that would create significant risk to the project or initiative deliverables, or present risk to the firm or client, is critical to the role.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.
Hiring Minimum: $59400
Hiring Maximum: $97900
Skills/Requirements
Read More About Job Overview
Position Requirements
- High school diploma or equivalent required; bachelor's degree preferred.
- 3-5 years of experience in financial services or a related field required. Familiarity with industry and business‑area‑specific regulations must be achieved within six months.
- Strong knowledge of complex systems and operational system interdependencies.
- In‑depth product knowledge may be required depending on the business area.
- Ability to identify process‑improvement opportunities, define business requirements, develop and execute test scripts, and support implementation with an understanding of upstream and downstream impacts.
- Strong communication skills with the ability to explain complex details to senior leaders, branches, vendors, and other external parties.
- Excellent time‑management and organizational skills with the ability to manage a moderate to heavy workload across multiple responsibilities.
- Strong analytical abilities, including intermediate proficiency with complex spreadsheets and formulas, Hyperion queries (Power BI?), report creation and analysis, and use of internet and external research resources.
- Understanding of supervisory controls and procedures and proficiency with Microsoft Word, Excel, database tools, and query tools such as Hyperion, Power and WebFocus to identify trends and support compliance investigations.
- Self‑motivated, detail‑oriented, and able to meet deadlines while working independently or remotely.
- Availability outside normal business hours may be required depending on business needs.
- Ability to make independent, subjective decisions on complex or high‑impact issues in short timeframes and communicate key decisions to internal and external stakeholders.
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
Read More About Awards & Accolades
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.
¹Fortune 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.
Salary : $59,400 - $97,900