Elevate client experiences as an Operations Specialist II with Edward Jones, a Fortune 500 firm. Leverage your operational expertise to enhance service and manage complex research.

In this role, you will facilitate transfers into the firm, ensuring processes and communications meet high standards. Collaborate with internal and external stakeholders while handling issues through effective research and proactive communication.

Join a team committed to excellence, where your contributions genuinely matter.

Key Responsibilities:
Process and support client account transfers effectively
Verify document accuracy and manage rejects and returns
Research and resolve escalated issues through collaboration




Train and support team members as a subject matter expert
Maintain communication with stakeholders regarding transfer status

Requirements:
High school diploma; university degree preferred
2+ years in operations within financial services
Knowledge of ATON, Non-ATON, and pensions preferred
Robust customer service focus and communication skills
Proficient in Microsoft Office and analytical tasks

Use your analytical skills and operational insights at Edward Jones to deliver top-notch service.
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📌 Edward Jones Operations Specialist Ii Mississauga
🏢 Edward Jones
📍 Mississauga