Client Services Specialist II — Financial Services

Edward Jones; Tempe (AZ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401k retirement plan

Paid holidays

Vacation days

Bonuses and profit sharing

Employee Assistance Program

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks a Service Specialist to support Financial Advisors and practice teams with timely, accurate, and professional service. You will be a trusted contact, resolving inquiries, and ensuring a seamless client experience in a fast-paced environment.

The role emphasizes attention to detail, adaptability, and a collaborative mindset with opportunities to learn and grow within the firm.

Qualifications

• 1-2 years of customer service, prior financial services industry, or Edward Jones experience recommended.
• Strong computer skills including effective use of Microsoft Office applications.
• Excellent verbal/written communication skills.

Responsibilities

• Provide professional, courteous support to practice teams and clients via phone and written communication
• Research and resolve inquiries by delivering accurate information and practical solutions
• Maintain high service standards while managing multiple requests in a fast-paced environment
• Continuously learn and apply new processes, systems, and updates to ensure accurate support
• Collaborate with teammates and act as a resource by sharing knowledge and best practices
• Support team initiatives, process improvements, and department priorities
• Identify opportunities to enhance service quality and operational efficiency

Skills

Customer service

Communication

MS Office

Phone support

Education

Bachelor's degree preferred

Job description

Edward Jones, a Fortune 500 financial services firm, seeks a Service Specialist to support Financial Advisors and practice teams with timely, accurate, and professional service. You will be a trusted contact, resolving inquiries, and ensuring a seamless client experience in a fast-paced environment.

The role emphasizes attention to detail, adaptability, and a collaborative mindset with opportunities to learn and grow within the firm.