Edward Jones · 1 day ago
Service Specialist II
Arizona, Tempe, Missouri, St. Louis
Full-time
Hybrid
Entry Level
1+ years expEdward Jones is a Fortune 500 financial services firm that values its contributions and focuses on client partnerships. The Service Specialist II will work closely with branch-office teams and clients, providing professional support and solutions while continuously learning and contributing to team success.
FinanceConsultingProperty & Casualty InsuranceProfessional ServicesAdviceFinancial ServicesInsuranceWealth Management
Responsibilities
Work closely with branch-office teams and/or clients in response to incoming telephone calls and written correspondence by solving problems and providing easy access to information, professional and courteous support, as well as reliable solutions
Complete necessary training and keep up to date on changes in process or information necessary to do the job
Responsible for continually learning on the job through daily department emails, team/department meetings, and Continuing Education sessions
Contribute to the overall success of the team/department by acting as a resource for others and by owning/supporting new initiatives, projects, or process changes
Identify opportunities for improvements or enhancements within the team/department
Qualification
Required
Excellent verbal/written communication skills
Must be able to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence
Ability to respond to written correspondence in a clear, succinct manner using correct grammar, spelling and format
Organizational and time management skills
Must be able to multi-task and follow-up appropriately to take issues to resolution
Must be able to work in a fast paced, team oriented environment and quickly learn and apply new information
Strong computer skills are required, including effective use of Microsoft Office applications
Preferred
Bachelor's degree is preferred
1-2 years of customer service, prior financial services industry, or Edward Jones experience recommended
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Bonuses
Profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
2026-02-05
Company data provided by crunchbase