Senior Investment Service Specialist - 7 Month Contract

Edward Jones; Calgary; On-site; CAD 45,000 - 60,000; Part time

Job summary

Join a leading financial services firm as a Service Specialist II, where you'll provide essential support to Financial Advisors and Branch Office Administrators. This role focuses on ensuring accuracy and efficiency in client interactions while fostering a positive impact on clients and communities. As part of a diverse and inclusive team, you'll develop your skills in a fast-paced environment, contributing to departmental enhancements and delivering exceptional service.

Qualifications

• Excellent verbal and written communication skills.
• Strong problem-solving and analytical abilities.
• Ability to multi-task and follow up effectively.

Responsibilities

• Provide solutions in response to incoming calls and correspondence.
• Support branch teams with accurate information and assistance.
• Strive to deliver world-class client service.

Skills

Communication

Problem Solving

Analytical Abilities

Customer Service Orientation

Adaptability

Computer Skills

Education

University Degree or College Diploma

Job description

Join Our Team at Edward Jones

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, focusing on our clients rather than shareholder returns.

Our purpose is to partner for positive impact, aiming to improve the lives of our clients and colleagues, and to better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the heart of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Position Overview: Service Specialist II

The Service Specialist II provides solutions in response to incoming calls and written correspondence from Financial Advisors and Branch Office Administrators, ensuring accuracy and efficiency while considering legal, regulatory, and risk factors. Note: This role does not involve providing investment recommendations.

Shift Time: 10 AM - 7 PM EST

• After initial training, develop understanding of financial tools, products, and services offered by the firm.
• Support branch teams with accurate information and assistance regarding Portfolio, Financial Foundations, and other software tools via calls and correspondence.
• Communicate operational procedures and their impact on software tools, understanding industry rules and regulations.
• Strive to deliver world-class client service aligned with departmental performance and quality standards.
• Learn a secondary support role to assist when needed.
• Contribute to team success by supporting new initiatives and process improvements.
• Identify opportunities for departmental enhancements.

**This is a 7-month contract position.**

Requirements:

• University degree or college diploma preferred.
• Availability to work 10:00 AM - 7:00 PM ET.
• Excellent verbal and written communication skills.
• Strong problem-solving and analytical abilities.
• Ability to multi-task and follow up effectively.
• Willingness to learn technical information and cross-train on Insurance for backup support.
• Customer service orientation and desire to build client relationships.
• Adaptability to change and ability to work in a fast-paced environment.
• Strong computer skills.
• Work ethic and motivation to excel in the financial industry.

**This is a 7-month contract position.**

Our Commitment to Diversity and Inclusion

Edward Jones fosters a welcoming environment where everyone feels they belong. We value our associates' contributions and recognize their efforts through a rewards program supporting long-term careers, financial security, and well-being.

Learn more about our awards and accolades:

• U.S. awards and accolades
• Canadian awards and accolades

We do not discriminate based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected characteristic.

Visit our career site for more information on our total compensation approach, including benefits, bonuses, and profit sharing. Salary ranges are based on national data and individual factors such as skills, experience, and education.