What are the responsibilities and job description for the Business Support Specialist II - Operations position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 10-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.
Team Overview:
The External Transfers team is part of the Asset Movement Capability in Operations. The team is primarily responsible for supporting client requests to transfer funds out of the firm to other financial institutions. The work primary of the area includes liquidating assets and/or delivering assets in kind to other brokerage firms, banks, Trust companies, Insurance companies and Mutual Fund companies.
What You'll Do:
As the Business Support Specialist II, you will be responsible for supporting and leading department efforts through enhancements, Process/Regulatory changes, Division strategic initiatives and changes from upstream or downstream stakeholders. The most important aspect of this job is the ability to multitask between multiple efforts as well as communicating to key stakeholders, Sr leaders and dedicated business owners in the area.
The External Transfers team is part of the Asset Movement Capability in Operations. The team is primarily responsible for supporting client requests to transfer funds out of the firm to other financial institutions. The work primary of the area includes liquidating assets and/or delivering assets in kind to other brokerage firms, banks, Trust companies, Insurance companies and Mutual Fund companies.
What You'll Do:
As the Business Support Specialist II, you will be responsible for supporting and leading department efforts through enhancements, Process/Regulatory changes, Division strategic initiatives and changes from upstream or downstream stakeholders. The most important aspect of this job is the ability to multitask between multiple efforts as well as communicating to key stakeholders, Sr leaders and dedicated business owners in the area.
- Plan, document and execute projects, enhancements, and processes, including the launch of new products or product partners and enhancements to existing tools and enhancements.
- Serves as a key contact for requirement identification and verification for new products and tools.
- Develop strong relationships with internal dedicated Business owners and collaborate and build consensus with leaders from multiple divisions.
- Adopt processes for risk controls (e.g., Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete the applicable requirements.
- Collaborate with Firm Analytics to leverage data for insights and reporting needed to inform business decisions and communicate results.
- Performs qualitative and quantitative analysis of complex and confidential data.
- Broadening and deepening Subject Matter Expertise in assigned product area(s) of emphasis.
- Mentor associates in the division and share knowledge to assist with development.
What Experience You'll Need:
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***
- Previous Project Management Experience in leading projects and implementing change management.
- Bachelor's degree and/or equivalent experience.
- 3 years of experience in their respective product or financial services industry or equivalent tools/systems or combination of experience and education
- Previous experience in ADKAR, Lean Six Sigma, Design thinking, Agile methodologies
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***
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.
