Senior Service Specialist - Compensation & Expense Service

Overview

Opportunity for highly motivated individual to assist our branch offices in understanding the concepts behind how they are compensated through incoming calls and written requests from branch associates. These contacts cover a wide variety of topics including explaining and troubleshooting Commissions, Profitability, Bonus, Payroll, and Expenses.

Depending on experience/qualifications, this role may be filled as a Service Specialist II or Senior Service Specialist.

• Responsible as a phone service representative, spending a great deal of time answering phone calls
• Answer incoming requests related to branch expenses to include Financial Advisor compensation
• Working independently with branch associates to solve problems
• Work in partnership with team members to provide support as needed
• Provide branch associates with information, friendly support and reliable solutions
• Respond to branch associates while meeting call- quality and efficiency expectations.
• Understand industry laws and regulations
• Participate in monthly department meetings and periodic training session
• Exhibits mastery of knowledge of all topics supported by the department to research questions which are detailed and complex.
• May represent department in projects and stakeholder roles and works collaboratively with other areas.
• Assists leader in managing workflow and can act in a leadership capacity in the absence of a leader
• Acts as a mentor/coach through assist line, escalations and/or department training as needed

• Strong verbal and written communication skills
• Excellent Problem-solving skills
• Prior Customer Service experience preferred (3-5 years)
• Technical aptitude preferred
• Bachelor's degree in business or related field preferred (or equivalent experience)
• Ability to multi-task, prioritize, and work independently in a fast-paced environment.

In addition, the Senior Service Specialist should demonstrate the following leadership skills:

• Organizational skill and time management skills
• Workflow management skills
• Coaching skills
• Advanced analytical and research skills

Depending on experience/qualifications, this role may be filled as a Service Specialist II or Senior Service Specialist.

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 four days per week effective June 1, 2026. Before June 1, 2026, 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.

Current home-based associates please note:
Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.

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

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.

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.