Join Edward Jones as an Operations Specialist II, where your role supports client transfers and enhances operational excellence. Embrace a collaborative workplace while leveraging analytical skills for positive impact.

As an Operations Specialist II, you play a vital role in processing transfers into the firm, managing escalated issues, and guiding team members. With over 20,000 financial advisors at Edward Jones, your expertise contributes to a supportive culture focused on integrity and service excellence. You will engage regularly with internal and external stakeholders to ensure smooth operational processes.

Key Responsibilities:
• Process and support client transfers accurately
• Manage documentation and communications with stakeholders




• Research and resolve escalated operational issues
• Provide training and support to team members
• Ensure compliance with industry standards

Requirements:
• High school diploma; degree preferred
• 2+ years in operations in financial services
• Knowledge of account transfers and ATON processes
• Strong customer service and communication skills
• Proficient in Microsoft Office tools

Drive quality service and operational efficiency at Edward Jones, enhancing client experiences through your expertise.
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📌 Operations Specialist II at Edward Jones (Ontario)
🏢 Edward Jones
📍 Ontario