Client Support Specialist II - Financial Services

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

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401k plan

Paid holidays

Vacation days

Job summary

Edward Jones in the United States is seeking a Service Specialist to support Financial Advisors and practice teams. You will provide timely, accurate, and professional service, handling inquiries and guiding clients and associates through processes in a fast-paced environment.

The role emphasizes attention to detail, adaptability, and a willingness to learn in a collaborative setting, with location options at Tempe, AZ or St. Louis, MO offices.

Qualifications

• 1–2 years in customer service, prior financial services industry, or Edward Jones experience recommended.
• Strong computer skills are required, 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

Verbal communication

Written communication

Education

Bachelor's degree preferred

Tools

MS Office

Job description

Edward Jones in the United States is seeking a Service Specialist to support Financial Advisors and practice teams. You will provide timely, accurate, and professional service, handling inquiries and guiding clients and associates through processes in a fast-paced environment.

The role emphasizes attention to detail, adaptability, and a willingness to learn in a collaborative setting, with location options at Tempe, AZ or St. Louis, MO offices.