Service Specialist Ii .

Edward Jones|Edward Jones

Service Specialist Ii Job Brief

We have a job vacancy of Service Specialist Ii in our company, Edward Jones. This vacancy is based in Mississauga ON. Please go through the job detail mentioned below.

Position Title: Service Specialist Ii Job
Company: Edward Jones
Work Type: Full Time
City of work: Mississauga ON
Last Date to Apply:
URL Expiry: 2023-04-10
Posted on:

Job Detail

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

Do you have extensive experience in communication, a call centre environment and the financial industry?

Are you a dynamic, results-oriented individual who thrives on helping others and contributing to a team?

Have you demonstrated success in determining the needs of clients and recommending solutions?

If you answered yes to these questions, our Service Representative role on the Branch Services team could be right for you! We are seeking a Service Representative to join and contribute to the success of our branch teams in delivering an ideal client experience.

The Service division directly supports branch teams and clients, addressing all issues and inquiries with accuracy and timeliness to deliver Service Excellence. With a thorough understanding of daily branch operations, your valuable insights will shape how we do business. In this fast-paced, service-oriented environment, you’ll leverage your critical thinking and effective communication skills to find solutions to inquiries, whether the request comes from a branch associate or client. By continually assessing and aligning our support, you’ll help us to better serve the needs of branch teams and the people they serve. You will deliver exceptional service to clients and branch teams in the Branch Team Support business area on the Service division. In this role you will be:

Providing solutions in response to incoming telephone calls and written correspondence from Financial Advisors and Branch Office Administrators in an accurate and efficient manner, while considering different variables such as legal/regulatory guidelines and risk to the firm.

Understanding of products and services offered by the firm, in order to provide reliable and accurate responses to questions from field associates

Striving to provide world class client service in line with individual and department performance and quality expectation measures for a Service Specialist II

Contributing to the overall success of the team/department by acting as a resource for others and by supporting new initiatives, projects, or process changes

Identifying opportunities for improvements or enhancements within the team/department

The hours of this position are: 8:00 am to 4:30 PM CST

Hours during training for approximately the first 3 months: 8:00 AM to 4:30 PM CST

Completion of Post-secondary education is preferred

2+ years of client service experience or comparable experience working in the financial services industry required

Must be able to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence

Excellent verbal/written communication skills – ability to respond to written correspondence in a clear and pleasant manner using correct grammar, spelling and format

Proficiency in procedures and systems used by the department(s) with whom Service has a dependency is required

Have an understanding of various securities as well as functions of the business is critical

Strong computer skills are required

Bilingual in English and French preferred

The shift will be 8am to 4:30 pm CST.

  • 100 Best Workplaces for Millennials in 2022, published Fortune 2022, Great Places to Work® data as of 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
  • 2022 Fortune Best Workplaces for Women, published 2022, research by Great Places to Work®, data as of 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
  • 2022 Fortune’s 100 Best Companies to Work For, published 2022, research by Great Place to Work®, data as of 2021. Compensation provided for using, not obtaining, the rating.
    • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
    • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine 2022, data as of 2021. Compensation provided for using, not obtaining, the rating.
      • Edward Jones scored 100 percent on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI) the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
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.

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