Key Responsibilities:

• Providing solutions in response to incoming telephone calls and written correspondence from FAs, BOAs, and/or clients in both an independent and team structure considering different variables such as legal/regulatory guidelines and risk to the firm; Associate will not provide solutions, guidance and recommendations on the suitability of investments as it pertains to clients

• Completing necessary training and keeping up to date on changes in processes or information necessary to do the job

• Continuing their learning and development through daily department emails, team meetings, and continuing education sessions

• Contributing to the overall success of the team by acting as a resource for others and supporting new initiatives, projects, or process changes

• Identifying opportunities for improvements or enhancements within the team

• Minimum of 1-2 years of customer service experience or comparable experience working in the financial services industry or Edward Jones is preferred

• If the candidate is applying for a Home-Based Associate position, the candidate must meet the minimum internet connectivity requirements. A satellite connection for your high-speed internet doesn’t work with our current home-based setup; you need to be on a DSL or a cable high-speed internet connection. The software in the department requires a minimum of 6 Mbps down speed, 2 Mbps up speed, and less than 60 Ping Speed to perform daily functions.

• The associate will be assigned a role on our Hawaii-Aleutian Time Zone Team, an 8:00am – 5:00pm HDT/HST Work Day.

• Bachelor’s degree is preferred or equivalent work experience

• Excellent verbal and written communication skills

• Ability 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 with ability to multi-task and follow up appropriately to take issues to resolution

• Capable of working in a fast paced, team oriented environment, quickly learning and applying new information

• Strong computer skills are required, including effective use of Microsoft Office applications and Internet Explorer Proficiency of applicable Edward Jones systems and software with ability to learn and apply technical information relevant to the job