Client Support Specialist II - Financial Services

Edward Jones; St. Louis (MO); On-site; USD 36,000 - 54,000; Full time

Job summary

Edward Jones is seeking a Service Specialist to support Financial Advisors and practice teams by delivering timely, accurate, and professional service. You will be a trusted point of contact, helping resolve inquiries, navigating processes, and ensuring a seamless experience for both associates and clients.

This role suits detail-oriented, adaptable individuals who enjoy solving problems in a collaborative, fast-paced environment and are motivated to continuously learn and grow within the firm.

Qualifications

• 1–2 years of customer service experience in financial services or Edward Jones is recommended.
• Strong computer skills and proficient use of Microsoft Office.
• Excellent verbal and written communication skills.

Responsibilities

• Provide professional, courteous support to practice teams and clients via phone and written communication.
• Research and resolve inquiries with accurate information and practical solutions.
• Maintain high service standards while handling multiple requests in a fast-paced environment.
• Continuously learn and apply new processes, systems, and updates to ensure accurate support.
• Collaborate with teammates and share knowledge and best practices for efficiency.

Skills

Customer service

Verbal & written communication

MS Office

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

Job description

Edward Jones is seeking a Service Specialist to support Financial Advisors and practice teams by delivering timely, accurate, and professional service. You will be a trusted point of contact, helping resolve inquiries, navigating processes, and ensuring a seamless experience for both associates and clients.

This role suits detail-oriented, adaptable individuals who enjoy solving problems in a collaborative, fast-paced environment and are motivated to continuously learn and grow within the firm.