Service Specialist II

As a Service Specialist II at Edward Jones, you will deliver high-quality support to financial advisors and their clients, helping them navigate accounts, transactions, and firm platforms. You'll respond to inquiries, resolve service issues, and process account updates with accuracy and urgency, while upholding regulatory and firm standards. Partnering closely with branch teams, you'll research complex questions, educate clients on tools and resources, and identify opportunities to enhance the client experience.

In this role, you'll benefit from robust training, support for licensing, and clear pathways for professional growth in a collaborative, client-first culture.

Responsibilities

• Serve as primary contact for client and branch inquiries regarding accounts, transactions, and financial products
• Resolve service issues accurately and within defined service-level standards
• Support advisors with account setup, maintenance, and documentation processing
• Educate clients on online tools, statements, and account features while maintaining compliance with firm policies
• Collaborate with internal teams to research and resolve complex service problems
• Maintain detailed, accurate records in firm systems and CRM tools
• Identify opportunities to improve service processes and client experience
• Uphold regulatory requirements and firm standards for confidentiality and data security
• Participate in ongoing training to maintain strong product and platform knowledge
• Contribute to a client-first, relationship-driven team culture

Required Skills

• Client service and relationship management
• Knowledge of brokerage and investment products
• Financial account processing and documentation
• CRM and service ticketing systems
• Data entry accuracy and attention to detail
• Regulatory and compliance awareness (FINRA/SEC)
• MS Office (Excel, Outlook, Word)
• Problem solving and issue resolution
• Written and verbal communication
• Time management and multitasking