What are the responsibilities and job description for the Business Support Specialist: Operations position at Edward Jones?
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
The Client Reporting team is responsible for the delivery of US and CA client statements, trade confirms/prospectus and electronic client reporting. We coordinate production, implement enhancements and defect fixes, partner with statements service, communicate with branches and third-party vendors.
Responsibility Summary:
Responsibility Summary:
- Plan, lead, and execute enhancements to existing processes, tools, and systems within Client Reporting.
- Act as technical consultant with business and I.S. leaders from multiple divisions and with varying levels of influence. Maintain strong relationships with internal stakeholders.
- Develop, maintain, and explore relationships with 3rd party vendors to offer tools and solutions that make it easier, faster, and better for branch teams to meet client needs.
- 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.
- Determine appropriate workflows because of qualitative and quantitative analysis.
- Act as subject matter expert in assigned product area(s) of emphasis.
- Provides feedback, coaching, training, and guidance to help develop other associates; takes a leadership role in the development of new associates/interns; and may lead other associates.
What You'll Need
- Qualifications Required in the Job: · Bachelors degree or advanced degree preferred. ·
- 7 years of experience working with tools/systems, and/or project experience in product or financial services industry or combination of experience and education. ·
- Strong project management, business system analysis and/or Information Systems (IS) experience needed.
- Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and 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.
