Service Specialist II — Client Support & Process Expert

Edward Jones; St. Louis (MO); Hybrid; USD 38,000 - 56,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays

Vacation time

Volunteer time off

Employee assistance program

Job summary

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

This role suits someone who is detail-oriented, adaptable, and eager to learn in a collaborative setting.

Qualifications

• 1–2 years of customer service experience in financial services or Edward Jones is preferred.
• Strong computer skills, including proficient use of Microsoft Office.
• Excellent verbal and written communication abilities.
• Candidates living within commutable distance to Tempe, AZ or St. Louis, MO offices are expected to work in the office four days per week.

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

Microsoft Office

Verbal and written communication

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

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

This role suits someone who is detail-oriented, adaptable, and eager to learn in a collaborative setting.