Client Service Specialist

Edward Jones; St. Louis (MO); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Health savings account

Flexible spending account

Paid holidays

Vacation days

Volunteer day

Bonus and profit sharing

Employee Assistance Program

Job summary

Edward Jones is seeking a Client Service Specialist to support a high-volume branch and 10 Financial Advisors. The role involves delivering exceptional client service, building relationships, and collaborating with the team to meet client needs.

Based at our HQ with a collaborative office environment, candidates should thrive in a fast-paced setting, with four in-office days per week and prior experience in financial services preferred.

Qualifications

• Bachelor's degree or equivalent required or combination of education and experience.
• Proficiency with Microsoft Office and other business applications.
• Deliver exceptional client service and build strong relationships with Financial Advisors.
• Communicate effectively with clients, colleagues, and leaders.
• Thrive in a fast-paced, collaborative environment with multiple priorities.

Responsibilities

• Support a growing, high-volume branch and 10 Financial Advisors' books.
• Provide client service across all client needs and inquiries.
• Contribute to process improvements and new initiatives.

Skills

Communication skills

Customer service

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

This job posting is anticipated to remain open for 30 days, from 17-Aug-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, 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 center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

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

Do you enjoy customer service? Are you team-oriented? This critical role is part of the unique home office branch team dedicated to helping Edward Jones associates and their families achieve their long-term financial goals by understanding their needs and implementing tailored solutions. This valued partner will support a multi FA branch in delivering client service excellence using your unique experiences and background. Instead of working in an individual branch, this role works at our Headquarters location with 20 other peers in the office. We have a very collaborative environment as we work together onsite Monday through Friday 8 am - 5 PM.

The Client Service Specialist will support a growing, high-volume branch. The branch currently serves 6,300 households across 15,400 accounts with $2.1 billion in Assets Under Care.

The CSS enhances service capacity, improves client experience, and supports continued growth by providing coverage across all 10 Financial Advisors' books of business and 11 Client Service Specialists.

What Experience You Need

• Preferred bachelor's degree or equivalent combination of education and experience; proficiency with Microsoft Office and other business applications required.
• Deliver exceptional client service while building strong relationships and partnering closely with Financial Advisors to support client needs.
• Communicate effectively with clients, colleagues, and stakeholders through professional verbal and written interactions.
• Apply critical thinking, attention to detail, and sound judgment to resolve issues and ensure a high-quality client experience.
• Thrive in a fast-paced, collaborative environment while managing multiple priorities and meeting deadlines.
• Demonstrate strong organizational and time-management skills with the ability to adapt confidently to changing client and business needs.
• Quickly learn and apply new processes, systems, regulatory requirements, and industry knowledge.
• Support business growth and operational excellence by contributing to new initiatives, projects, and process improvements.

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.

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.

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Bonus and profit sharing
• Employee Assistance Program

For more information on the Benefits available to Edward Jones associates, please visit our benefits page.