Operations Specialist, Trust & Client Services

Edward Jones; St. Louis (MO); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical & Rx

Dental

Vision

401k plan

Paid holidays

Vacation time

Volunteer days

Job summary

Edward Jones in St. Louis is seeking an operations professional to support trust account management, beneficiary servicing, and record keeping with a focus on accurate transaction processing and high-quality client service. Join a collaborative team that values precision and customer commitment.

The role covers processing, service, and reconciliation across several operations areas, with cross-training to cover multiple positions and occasional travel between North and South Campus as needed.

Qualifications

• 2+ years of experience in a financial services environment.
• Bachelor's degree or relevant work experience.

Responsibilities

• Execute and coordinate operational activities that support trust account management, beneficiary servicing, account maintenance, record keeping, reporting, and transaction processing.
• Perform multiple operations functions (processing, service, reconciliation) on a team within the department based on a comprehensive understanding of the work.
• Proficient at each role, knowing how and why the work is performed, and meet regular performance standards for each role.
• Serve as a team resource, filling needs based on volume, staffing variations, and team needs.
• Participate in and/or lead special projects; assist with training; mentor/coach less skilled associates; coordinate workflow; identify and implement process improvements.
• Will require travel between North and South Campus

Skills

Financial services experience

Education

Bachelor's degree or relevant work experience

Job description

Edward Jones in St. Louis is seeking an operations professional to support trust account management, beneficiary servicing, and record keeping with a focus on accurate transaction processing and high-quality client service. Join a collaborative team that values precision and customer commitment.

The role covers processing, service, and reconciliation across several operations areas, with cross-training to cover multiple positions and occasional travel between North and South Campus as needed.