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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.
Do you have extensive experience in communication, a call centre environment and the financial industry?
Are you a dynamic, results-oriented individual who thrives on helping others and contributing to a team?
Have you demonstrated success in determining the needs of clients and recommending solutions?
Are you a dynamic, results-oriented individual who thrives on helping others and contributing to a team?
Have you demonstrated success in determining the needs of clients and recommending solutions?
If you answered yes to these questions, our Service Representative role on the Branch Services team could be right for you! We are seeking a Service Representative to join and contribute to the success of our branch teams in delivering an ideal client experience.
The Service division directly supports branch teams and clients, addressing all issues and inquiries with accuracy and timeliness to deliver Service Excellence. With a thorough understanding of daily branch operations, your valuable insights will shape how we do business. In this fast-paced, service-oriented environment, you’ll leverage your critical thinking and effective communication skills to find solutions to inquiries, whether the request comes from a branch associate or client. By continually assessing and aligning our support, you’ll help us to better serve the needs of branch teams and the people they serve. You will deliver exceptional service to clients and branch teams in the Branch Team Support business area on the Service division. In this role you will be:
- Providing solutions in response to incoming telephone calls and written correspondence from Financial Advisors and Branch Office Administrators in an accurate and efficient manner, while considering different variables such as legal/regulatory guidelines and risk to the firm.
- Understanding of products and services offered by the firm, in order to provide reliable and accurate responses to questions from field associates
- Striving to provide world class client service in line with individual and department performance and quality expectation measures for a Service Specialist II
- Contributing to the overall success of the team/department by acting as a resource for others and by supporting new initiatives, projects, or process changes
- Identifying opportunities for improvements or enhancements within the team/department
This is a part time position for 25 hours per week, 5 hours per day. Our service hours are 8:00AM to 8:00PM EST.
- Completion of Post-secondary education is preferred
- Bilingual in English/French would be an asset
- 2+ years of client service experience or comparable experience working in the financial services industry required
- Must be able to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence
- Excellent verbal/written communication skills – ability to respond to written correspondence in a clear and pleasant manner using correct grammar, spelling and format
- Proficiency in procedures and systems used by the department(s) with whom Service has a dependency is required
- Have an understanding of various securities as well as functions of the business is critical
- Strong computer skills are required
- 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.
- 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.
- 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.
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.
