What are the responsibilities and job description for the Client Service Specialist position at Demo - Edward Jones?
This job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants.
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. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Do you enjoy customer service? Are you team-oriented? This critical role is part of the unique home office branch team dedicated to helping Edward Jones associates and their families achieve their long-term financial goals by understanding their needs and implementing tailored solutions. This valued partner will support a multiple Financial Advisor branch in delivering client service excellence using your unique experiences and background. Instead of working in an individual branch, this role works at our Headquarters location with 20 other peers in the office. We have a very collaborative environment as we work together onsite Monday through Friday 8 am – 5 pm.
- Bachelor's degree is preferred but will consider an equivalent combination of relevant education and experience.
- Strong customer service skills with the ability to deepen client relationships and compliment and strengthen your Financial Advisor.
- Excellent verbal and written communication skills
- Critical thinking and attention to detail to best serve our clients and support our team.
- Must be able to work in a fast paced, team-oriented environment.
- Willingness to learn quickly and able to apply new information.
- Exceptional organizational and time management skills with ability to manage multiple priorities in a deadline driven environment.
- Ability to respond and adapt to clients and peers with confidence.
- Contribute to the success of HQ Investment Services by participating and supporting new initiatives, projects, or process changes.
- Complete necessary training to stay up to date on the firms changes and regulatory information necessary for the job.
- Some computer skills including Microsoft Office applications and Internet Explorer
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
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.
