14 days old

Operations Specialist II

Edward D. Jones & Co., L.P (HO)
Tempe, AZ 85281
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.
The Operations Division serves as a critical link between our clients and our network of branch offices. As an associate in this division you will partner with departments around the firm to deliver accurate and timely client information and account processing services to client and branch teams. You will contribute to developing solutions-based products that improve existing processes and display world-class support to our branch offices that makes it easier for them to foster deep and lasting relationships with our clients.

Operations plays a key role in delivering exceptional client service by optimizing the client & branch experience, driving process efficiencies & accuracies, as well as safeguarding client assets & maximizing financial contributions.

*Key Responsibilities*

* Responsible for effectively and accurately processing routine activities/transactions according to department and compliance guidelines. Functions may include but are not limited to: verifying documents for completeness, completing entries within client/firm accounts, performing calculations relating to exceptions and corrections, and communicating with financial advisors, internal headquarter associates and vendors.
* Gain an understanding of the brokerage industry, responsibilities of the department and specific functions within the area through constant development.
* Provide timely and accurate responses to branch and client inquiries with the ability to ask the right question to bring timely, accurate solutions.
* Effectively use knowledge to respond to operational & technical questions while using tools and resources to ensure service is compliant with current policies, procedures, rules and regulations.


* Must be in Mountain or Pacific Time Zone
* High school diploma or equivalent is required. A college degree is preferred
* A minimum of 1-year experience in an office, processing or service environment is preferred.
* Must be comfortable working in a fast paced, team-oriented environment; while staying organized to perform and prioritize multiple tasks.

* Must be able to demonstrate attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded.

* Strong customer service focus that supports the firm's commitment to exceed client expectations.

* Must have excellent written and verbal communication skills, including both processing and customer service interfacing with our branches.

* Previous experience with Microsoft office tools and spreadsheets is preferred.



* 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 firms 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:

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Posted: 2021-04-21 Expires: 2021-06-04

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Operations Specialist II

Edward D. Jones & Co., L.P (HO)
Tempe, AZ 85281

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