Client Service Specialist

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.

Our High Net Worth (HNW) team provides an end-to-end client experience by partnering with branch teams

to provide ongoing client services including financial planning, tax advice, legal advice, and plan

implementation via expanding sets of Edward Jones products and services, and ongoing reporting and

support.

The Client Service Specialist will play a critical role in helping serve our high-net-worth clients. They work in

collaboration with the HNW team to serve branch teams, overseeing workflow and tasks across all project

planning phases. They will facilitate and coordinate tasks and provide administrative assistance in client

onboarding and ongoing proactive support, including escalations.

Responsibilities:

• Build and maintain strong and trusting relationships with the branch team and stakeholders across the Firm.
• Coordinate efforts within each phase of the project planning process, serving in the capacity of task identification, task tracking, and ownership of the project plan through completion.
• Handle administrative tasks such as managing client information, scheduling meetings, and maintaining task organization.
• Serve as a dedicated connection point between the HNW team and branch teams and home office departments to triage all questions regarding this client population; maintaining ownership, driving accountability, and effectively collaborating with key stakeholders, to provide an optimal branch and client experience.
• Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with Edward Jones.
• Provide ongoing proactive support through daily monitoring of the high-net-worth client accounts and coordinating with the HNW team to ensure timely and accurate execution of requests.

Education/Certification:

• Bachelor's degree in business or related field or equivalent work experience
• 3 + years of experience at a financial services firm preferred
• Series 7 and 66 required
• Insurance license required within 12 months of hire
• Understanding of a variety of financial products
• Ability to Travel is required

What Could Set You Apart:

• Associate's/Bachelor's from an accredited college or university
• Experience with project coordination; CAPM designation
• Financial services designations, FPQP, AAMS, CPA
• Experience working in a collaborative, small team-oriented environment

This is an in-office position, 5 days a week. Candidates will need to be within a commutable distance to our Scottsdale, AZ location.

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

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.