Service Specialist, Finance & Banking

Edward Jones is seeking a Service Specialist II to deliver high-quality service support to financial advisors and their clients in our Finance & Insurance environment. In this role, you will process account requests, resolve service issues, and research transaction and product inquiries while ensuring accuracy, compliance, and confidentiality. You'll collaborate with branch teams, leverage firm systems to document and track cases, and help onboard new accounts.

Edward Jones offers comprehensive training, support for licensing, competitive pay, benefits, and opportunities to grow your career in a client-focused culture.

Responsibilities

• Provide high-quality service support to financial advisors and clients across Edward Jones branches
• Process client requests, account updates, and documentation accurately and within service level standards
• Research and resolve service issues related to accounts, transactions, and product inquiries
• Use firm systems and tools to track cases, document interactions, and ensure regulatory compliance
• Collaborate with branch teams and home-office partners to deliver seamless client experiences
• Support onboarding of new accounts and services, ensuring proper setup and verification
• Prioritize and manage multiple service requests while meeting quality and timeliness metrics
• Maintain up-to-date knowledge of firm policies, investment products, and regulatory requirements
• Protect client information and follow risk, compliance, and security protocols
• Participate in training and continuous improvement initiatives to enhance service processes

Required Skills

• Client service
• Account servicing
• Financial products knowledge
• CRM and case management systems
• Data entry and accuracy
• Regulatory and compliance awareness
• Written and verbal communication
• Problem solving
• Time management and prioritization
• Microsoft Office