Edward Jones
Client Support Specialist II at Edward Jones
Job Description
Join Edward Jones as a Client Support Specialist II to provide exceptional service through effective communication and problem-solving. This role requires working from 10 AM to 7 PM CST while aligning with legal and regulatory standards.
As a Client Support Specialist, you'll become an integral part of the support system for Financial Advisors, utilizing financial tools and knowledge gained from training. Your contributions will focus on improving team performance and ensuring world-class service to clients. By transferring knowledge and training for secondary roles, you’ll enhance team cooperation and adaptability.
Key Responsibilities:
• Deliver solutions to client inquiries via phone and email
• Support branch teams with firm software
• Communicate operational impacts effectively
• Propose improvements for departmental effectiveness
• Learn and back up secondary roles when needed
Requirements:
• Educational background: University degree or diploma
• Str...
As a Client Support Specialist, you'll become an integral part of the support system for Financial Advisors, utilizing financial tools and knowledge gained from training. Your contributions will focus on improving team performance and ensuring world-class service to clients. By transferring knowledge and training for secondary roles, you’ll enhance team cooperation and adaptability.
Key Responsibilities:
• Deliver solutions to client inquiries via phone and email
• Support branch teams with firm software
• Communicate operational impacts effectively
• Propose improvements for departmental effectiveness
• Learn and back up secondary roles when needed
Requirements:
• Educational background: University degree or diploma
• Str...