Job Description
Explore a career as a Client Service Specialist with Edward Jones, working 10 AM to 7 PM CST. Provide vital support to Financial Advisors and Client Support Teams through effective communication.
As a Service Specialist II, you’ll deliver efficient solutions while respecting industry regulations. This role emphasizes exceptional client service, requiring you to assist branch teams with financial tools and processes. You will also have opportunities to cross-train for other service roles, contributing to team objectives and process optimization.
Key Responsibilities:
• Deliver accurate information via calls and written correspondence
• Support branch teams with financial software tools
• Communicate the effects of operational processes on tools
• Focus on achieving high standards in client service
• Contribute to team success through new initiatives
Requirements:
• Preferred university degree or college diploma
• Strong problem-solving skills and technical ...
As a Service Specialist II, you’ll deliver efficient solutions while respecting industry regulations. This role emphasizes exceptional client service, requiring you to assist branch teams with financial tools and processes. You will also have opportunities to cross-train for other service roles, contributing to team objectives and process optimization.
Key Responsibilities:
• Deliver accurate information via calls and written correspondence
• Support branch teams with financial software tools
• Communicate the effects of operational processes on tools
• Focus on achieving high standards in client service
• Contribute to team success through new initiatives
Requirements:
• Preferred university degree or college diploma
• Strong problem-solving skills and technical ...