The Service Specialist II will provide solutions in response to incoming telephone calls and written correspondence from Financial Advisors and Client Support Team members in an accurate and efficient manner, while considering different variables such as legal/regulatory guidelines and risk to the firm. Associate will not provide recommendations on the suitability of investments as it pertains to clients.Shift Time 10 AM - 7 PM CSTResponsibilitiesFollowing successful completion of initial training, associate will require understanding of financial tools offered by the firm along with product and services.Associates work both independently and with each other to provide branch teams with accurate information and support for Portfolio, Financial Foundations and other firm software tools through calls and written correspondence.Communicate the impact of operational procedures and processes on software tools to branch teams. Understand industry rules and regulations.Strongly focused on striving to provide world class client service in line with individual and department performance and quality expectation measures for the position.Associates will learn a secondary Service role, to provide support when needed.Contribute to the overall success of the team / department by acting as a resource for others and by supporting new initiatives, projects or process changes.Identify opportunities for improvements or enhancements within team / department.QualificationsUniversity degree or College diploma is strongly preferredMust be able to work 10:00 - 7:00 pm CSTExcellent verbal and written communication skillsStrong problem solving and analytical skillsMust be able to multi-task and follow up appropriately with resolutionAbility to learn and apply technical informationA willingness to cross train on other areas in order to provide back up support when neededA strong service background and a desire to hold a client service positionAbility to accept and adjust to changeAbility to work in a fast paced environmentStrong computer skillsAbility to build and maintain relationships within and outside the departmentA strong work ethic and desire to work and excel in the financial industryContract Information This is a 18 month contract position.EEO Statement 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.Compensation & Benefits 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.#J-18808-Ljbffr
Senior Investment Service Specialist - 18 Month Contract
EDWARD JONES
mississauga, mississauga
Published 18 days ago
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