Service Specialist II

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

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Do you enjoy helping others, solving problems, and delivering exceptional service in a fast-paced environment?

As a Service Specialist, you will play a key role in supporting Financial Advisors and practice teams by providing timely, accurate, and professional service. You’ll be a trusted point of contact—helping resolve inquiries, navigating processes, and ensuring a seamless experience for both associates and clients.

This role is ideal for someone who is detail-oriented, adaptable, and motivated to continuously learn and grow in a collaborative environment.

What You’ll Do

• 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

What Experience You Need:

• 1-2 years of 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.

What Could Set You Apart:

• Bachelor's degree is preferred.

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.

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.