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
Are you detail oriented with good organizational skills? Do you enjoy a processing atmosphere combined with a great degree of client service?
If so, you may be an ideal candidate for the open position of Operations Specialist II at Edward Jones.
Operations responsibilities include processing numerous documents in a timely and efficient manner, working with various firm and industry systems and enjoys process improvement and automation of technology. If you enjoy working with branch offices and other departments, this may be an ideal career move for you.
High level of attention to detail while processing routine activities.
Adhering to guidelines while verifying that documents are complete and accurate.
Maintains performance standards and expectations while increasing contribution to department initiatives.
Ability to work through challenging tasks to bring timely and accurate solutions.
Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies.
Retain knowledge of several systems and processing guidelines.
Ability to promote a positive team environment with a focus on client service.
Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office.
Gain a high level of expertise on the processes we support through continued training.
Work independently and as a team to meet department, division, and firm objectives.
Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions.
Skills/Requirements
Bachelor’s Degree/Diploma preferred
Familiarity with Salesforce, Excel, Power BI, data entry, and data analysis preferred
Strong customer service and multitasking abilities
Excellent written, verbal and phone communication skills
Strong decision-making skills
Ability to accept and adjust to change
Strong work ethic and desire to work in the financial industry
Organizational skill and time management skills
Must be able to multi-task and follow-up appropriately to take issues to resolution
Must be able to work in a fast-paced, team oriented environment and quickly learn and apply new information.
Awards & Accolades
100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
2022 Fortune’s 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
Edward Jones scored 100 percent on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI) the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
About Us
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.
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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