Service Specialist, Foundations (US Remote Eligible)

Job Detail

Career Level Others
Experience 2 Years
Qualifications Degree Bachelor

Job Description

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team’s ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

oin the Service Division at Edward Jones to join over 500 other associates who have a passion for serving our branch teams and clients’ needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring.

The Service Division offers a great working environment for those seeking a professional full-time opportunity as a service associate in a contact center. The Service Division’s mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience.

Associates hired into the Service Division will complete a learning plan, developing foundational knowledge on much of the core work needed to support our branch teams and clients. Each new associate is assigned a trainer, coach, and team leader. These individuals will all play a role in helping you acclimate to the company and become proficient in your role. Once fully proficient on the foundational work you’ll move to another more complex area of the Service Division, where you’ll apply your recently gained expertise.

Core hours of operation for most departments within the Service Division are Monday through Friday from 7:00 am to 7:00 pm Central Time, with occasional Saturdays. Schedule assignments will vary depending on business need within each department.

The ideal candidate must be comfortable spending a great deal of time answering phone calls from our clients and branch teams. If you have customer service experience, enjoy working in a fast-paced and dynamic environment and are ready for a rewarding career in the financial industry, this is a great opportunity for you

Bachelor’s degree in finance or business is preferred

Excellent client service skills

Excellent verbal and written communication skills

Strong problem solving and analytical skills

Ability to learn multiple complex topics

Strong computer skills including effective use of Microsoft Office

Since this is a Home-Based Associate position, you 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 30 Mbps download speed for a single user, 5 Mbps upload speed for a single user, and less than 50 Ping Speed to perform daily functions.

FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
- From FORTUNE ©2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
Edward Jones named a top company for training, ranking No. 25 on Training magazine’s 2020 Training Top 125 list – the highest ranking among the financial-services industry!
Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
- The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

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.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: