Service Specialist II

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership.

About the Role

As a Service Specialist, you will play a key role in supporting Financial Advisors and practice teams by providing timely, accurate, and professional service. You’ll be a trusted point of contact—helping resolve inquiries, navigating processes, and ensuring a seamless experience for both associates and clients. This role is ideal for someone who is detail-oriented, adaptable, and motivated to continuously learn and grow in a collaborative environment.

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

Requirements

• 1-2 years of customer service, prior financial services industry, or Edward Jones experience recommended
• Strong computer skills are required, including effective use of Microsoft Office applications
• Excellent verbal/written communication skills

Qualifications

• Bachelor's degree is preferred

Skills

• Detail-oriented
• Adaptable
• Motivated to continuously learn and grow

Benefits

• Medical and prescription drug coverage
• Dental coverage
• Vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage
• Tax-advantaged accounts: health savings account and flexible spending account
• 401(k) retirement plan
• 15 days of vacation for new associates beginning on January 1 of each year
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates
• Paid holidays
• Paid day for volunteerism
• Employee Assistance Program

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.