Overview

Elevate client interactions as a Client Service Specialist II at Edward Jones. Engage with Financial Advisors and Branch Office Administrators, delivering accurate support with a focus on compliance and excellence. This position on the Retirement and Transfer Services team involves responding to inbound calls and correspondence. A successful Specialist will leverage a solid understanding of financial services while contributing to team initiatives and enhancing processes within the department.

Responsibilities

• Provide accurate solutions for inbound client inquiries
• Understand products and services to assist associates
• Deliver client-focused service meeting performance standards
• Support department initiatives and foster team success
• Identify improvement opportunities within the team

Qualifications

• Post-secondary education preferred
• Minimum 2 years in client ...